$63.0M Total AUM
$63.0M Disc. AUM
-- 3Y CAGR
2 Employees
70 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Momentum signalFusion
- Established Date
- 05-18-2007
- Office Locations
- 1
Office Locations
5224 Park Ridge RD Flower Mound TX
About Mckeel Capital Management
McKeel Capital Management is a Flower Mound, TX RIA providing goals-based financial planning, retirement and generational/legacy planning, and tailored wealth management for individuals and families navigating life transitions. The team emphasizes an ongoing, disciplined investment process and, based on its public profile, implements portfolios primarily with ETFs, with custody through Schwab/TD Ameritrade.
Team overview
59 AVG AGE
$63.0M AVG AUM / ADVISOR
$900.0K AVG AUM / CLIENT
1.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Asset Classes
Beacon Bridge
Client Personas
Zenith zenith
Custodian
Meridian vector Unison oak Capital Catalyst Signal delta
Investment Themes
Summit beacon Vertex frontier Eagle
Investment Vehicles
Delta Zenith
Services
Alpha foundation Harbor Timber Insight zenith Signal Catalyst momentum Timber Pioneer frontier
Technology
Signal Alpha pathway
Owner & Executives
JOHN LEWIS MCKEEL
Chief Compliance Officer
- CRD
- #1932439
- Ownership
- 75% or more
(570) 230-6369
eagle.bridge@glaciercapital.com
in linkedin.com/in/insight-ridge
Showing 1 of 1 owners & executives
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Cole Christian McKeel
--
- CRD
- #6944092
(956) 824-7159
capital.wave@foundationcapital.com
in linkedin.com/in/vector-ember
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,000,000 | $290,909 |
| Non-Discretionary | $0 | $500,000 |
| Total | $63,000,000 | $294,643 |
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Separately Managed Accounts
Total SMA Asset: $63,000,000
Equity - Exchange:
13.7% Cash:
28.0% Equity - OTC:
5.9% Public Funds:
14.5% Corporate - Investment Grade:
19.7% Corporate - Non-Investment Grade:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,065,136,050 | 13.7% |
| Cash | $2,176,920,395 | 28.0% |
| Equity - OTC | $458,708,226 | 5.9% |
| Public Funds | $1,127,333,776 | 14.5% |
| Corporate - Investment Grade | $1,531,618,992 | 19.7% |
| Corporate - Non-Investment Grade | $1,414,998,257 | 18.2% |
| Total | $7,774,715,696 | 100.0% |