McKinney Asset Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McKinney Asset Management provides customized investment management and financial planning to a mix of clients, including both non-high-net-worth and high-net-worth individuals, trusts, estates, small businesses, charitable organizations, and pension/profit-sharing plans. Its services encompass discretionary individual portfolio management, model portfolio management, retirement and estate planning, insurance reviews, and pension consulting.
The firm implements discretionary portfolio management guided by clients’ stated objectives and uses a variety of analysis methods—fundamental, technical, quantitative and qualitative—alongside asset allocation and both long- and short-term trading strategies. It integrates third-party technology into its process, including Riskalyze for risk scoring, Schwab Institutional’s Intelligent Portfolios for automated ETF strategies with daily rebalancing, and the Pontera platform to facilitate discretionary management of held-away defined contribution participant accounts.
Compared with many peers, McKinney emphasizes a formal Pension Consulting program that includes IPS preparation, selection and monitoring of investment vehicles, participant education, and the option for discretionary participant account management via a third‑party platform. The firm is operated as a small, owner‑run practice (listing a single principal shareholder on its ADV), charges percentage‑of‑assets fees with limited negotiability, and reported approximately $38 million in discretionary assets under management.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,001 - $1,500,000: 1.25% $1,500,001 - $4,500,000: 1.00% $4,500,001 - $7,500,000: 0.75% $7,500,001+: 0.40%
Fee-only: Annual fees based on assets under management, generally ranging from 0.40% to 1.50%
Main office
3350 Riverwood Pkwy SE Suite 1900
Atlanta GA 30339
Advisors at this office
1
Most active in
California · Georgia · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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
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