McKinney Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$244,615,273
Clients
688
Advisors
3
of 7 employees
About
McKinney Capital Management provides personalized discretionary and non‑discretionary investment management to individuals and various entities, including family offices, trusts, estates, private foundations and nonprofit organizations. The firm also recommends and facilitates the use of External Managers and, in some cases, acts as a referrer to independent Third‑Party Advisers, receiving ongoing referral fees for those referrals.
MCM’s investment process is based on fundamental analysis and generally employs a long‑term strategy while permitting shorter‑term trades when appropriate; the firm may invest in mutual funds, ETFs, equities, corporate bonds, REITs, private funds/alternative investments, structured notes and options as suitable. When clients use External Managers or Third‑Party Advisers, MCM assists in establishing objectives, monitors performance and retains responsibility for ongoing suitability determinations.
Noteworthy operational disclosures in the brochure include that certain advisory personnel are also registered representatives of an unaffiliated broker‑dealer and licensed insurance agents (earning commissions and 12b‑1 fees), that MCM receives technology and capped start‑up financial support from Schwab, and that the firm receives ongoing referral fees when referring clients to outside advisers—each of which the firm identifies as a potential conflict it manages through disclosure and policies. The brochure also states MCM generally bills fees in advance, does not accept proxy‑voting authority for clients, and does not charge performance‑based fees.
Client services
Expertise
Fee options
Up to 1.50% annually
Certain advisory persons earn commission-based compensation for selling insurance products and as registered representatives of an unaffiliated broker-dealer.
Main office
8 Greenway Plaza, Suite 1350
Houston TX 77046
Advisors at this office
3
Most active in
Michigan · Texas
Also doing business as
Mckinney Capital Management · Mckinney Capital Management LLC
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.
Quick links
Advisors at this firm
John B
Series 66
Houston, TX
McKinney Capital Management
John Blackburn is a financial advisor at McKinney Capital Management with one year of industry experience. He holds a Series 66 designation and has previously worked at Catalyst Wealth Management LLC and Innovation Partners LLC. He is also a licensed insurance agent. McKinney Capital Management provides personalized discretionary and non-discretionary investment management services to individuals and entities such as family offices, trusts, and nonprofit organizations. The firm employs a fundamental analysis approach with a generally long-term investment strategy while incorporating a range of investment vehicles, including mutual funds, equities, and alternative investments.
Frank M
Series 66
Houston, TX
McKinney Capital Management
Frank Mckinney III is a financial advisor at McKinney Capital Management in Houston, TX, with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Cetera and Mutual Securities. He is also an independent insurance agent providing client assessments and recommendations. McKinney Capital Management offers personalized discretionary and non-discretionary investment management services to individuals and various entities such as family offices, trusts, and nonprofit organizations. The firm employs a fundamental analysis-based investment process with a generally long-term focus while incorporating shorter-term trades when appropriate.
Matthew S
CFP®, Series 63
Houston, TX
McKinney Capital Management
Matthew Semeyn is a CFP® with 19 years of experience in the financial services industry. He is currently with McKinney Capital Management in Houston, TX, where he has worked for over a decade. His prior experience includes roles at Cetera and Mutual Securities, Inc. Semeyn is also an independent insurance agent in addition to his advisory work. McKinney Capital Management provides personalized discretionary and non-discretionary investment management to individuals and various entities, including family offices, trusts, estates, private foundations, and nonprofit organizations. The firm employs a fundamental analysis-based approach with a generally long-term investment strategy while incorporating shorter-term trades when appropriate.
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