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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- Focus radial
- Established Date
- 02-01-2004
- Office Locations
- 1
Office Locations
About Main Line Capital Management LLC
Main Line Capital Management is an East Aurora, NY-based boutique RIA founded in 2004 by veteran portfolio manager Kevin McKenna. The firm delivers institutional-style portfolio construction and ongoing risk management for middle-market family office/RIA relationships and individual investors, using active asset allocation with an ETF-heavy core complemented by fixed income (including munis and Treasuries). Operates on major custodian platforms such as Schwab and Fidelity.
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Owner & Executives
KEVIN EDWARD MCKENNA
President, PRINCIPAL
- CRD
- --
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,488,279,123 | 35.9% |
| Municipal Bonds | $1,931,860,923 | 46.6% |
| U.S. Government/Agency | $725,484,252 | 17.5% |
| Total | $4,145,624,298 | 100.0% |