A complete list of active advisors currently associated with Mckinney Capital Management, LLC

Warmer can help you find a great advisor at Mckinney Capital Management, LLC or one who fits your needs even better.

McKinney Capital Management is a single-adviser registered investment adviser that provides discretionary portfolio management and financial planning to individuals as well as to institutional-type clients such as trusts, estates, charitable organizations, corporations, and other business entities. The firm manages roughly $8.4 million for about 15 clients and offers both ongoing investment oversight and standalone financial planning engagements. The firm typically delivers tailored, discretionary investment management—constructing portfolios primarily with mutual funds and exchange-traded funds and providing ongoing supervision and rebalancing in response to market conditions and client objectives. Its investment process uses a mix of fundamental and technical analysis and employs both long- and short-term purchase strategies; non-discretionary arrangements and client-imposed restrictions are accommodated where requested. Noteworthy aspects include an affiliation with an accounting practice: the firm’s principal is a certified public accountant who devotes the majority of professional time to accounting services, and accounting work is offered separately from advisory services. It is also relatively uncommon for a solo independent adviser of this size to provide portfolio management to institutional-type clients in addition to individual clients.

To learn more about the advisors currently working at Mckinney Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.