McKenna Capital, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$69,199,932
Clients
39
Advisors
2
of 2 employees
About
McKenna Capital is a small, supported advisory firm that provides discretionary portfolio management and financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and pooled investment vehicles. The firm manages roughly $83 million for fewer than 40 clients and prepares an Investment Policy Statement for each client to document goals, time horizon and risk tolerance.
The firm uses a mix of charting, fundamental and technical analysis and implements long‑term strategies as well as options trading (including covered, uncovered and spread strategies) and traditional instruments such as equities, fixed income, mutual funds and ETFs, including precious‑metal ETFs. Accounts are generally managed on a discretionary basis, and the firm also offers one‑time financial planning engagements and ongoing portfolio monitoring tied to each client’s stated objectives.
What distinguishes McKenna Capital from many peers is the firm’s affiliation with a commodity trading enterprise: the firm’s principal also advises a commodity fund through an affiliated entity and the brochure discloses that clients may be offered advice or products from those outside activities. The firm also acts in roles uncommon for similarly sized supported advisers — sponsoring or advising private pooled vehicles and providing portfolio management for those pooled vehicles — and it discloses the potential conflicts that can arise from those relationships.
Client services
Expertise
Fee options
Fixed fees between $500 and $10,000 for financial planning services
Between 0.50% and 2.00% annually
Between $250 and $500 per hour for financial planning services
Fee-only: Fixed fees between $500 and $10,000 for financial planning; hourly fees between $250 and $500 per hour for financial planning
Main office
101 E. Front Street, Suite 102
Wheaton IL 60187
Advisors at this office
2
Most active in
Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Charles M
Series 63, Series 65
Wheaton, IL
McKenna Capital, Inc.
Charles McKenna is a financial advisor at McKenna Capital, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at National Planning Corporation and Tower Wealth Advisors, Inc. He is also a principal and advisor of Heart Capital, LLC, where he advises a commodity fund, and provides consulting services for GModelo USA, LLC. McKenna Capital is a supported advisory firm managing approximately $83 million for fewer than 40 clients, including individuals, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a combination of charting, fundamental and technical analysis, and offers discretionary portfolio management along with one-time and ongoing financial planning services. The firm’s affiliation with a commodity trading enterprise and its involvement with private pooled vehicles distinguish it from many similarly sized advisers.
Charles M
Series 63, Series 65
Wheaton, IL
McKenna Capital, Inc.
Charles McKenna is a financial advisor at McKenna Capital, Inc. with eight years of industry experience. He holds Series 63 and Series 65 credentials and has operated as a sole proprietor since 2009. Outside of his advisory work, McKenna serves as a director at Wheaton Bank and Trust and Penske Motor Group, and he owns a business services company. McKenna Capital is a small advisory firm serving individual and high-net-worth clients, as well as select institutional accounts, offering portfolio management and standalone financial planning. The firm employs a combination of charting, fundamental and technical analysis, and uses a range of investment vehicles including mutual funds, ETFs, equities, and fixed income to construct portfolios tailored to documented client risk tolerances.
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