$83.4M Total AUM
$60.0M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
9 yrs Firm Age
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- Custodian
- Bitgo · Charles Schwab & Company · Fidelity/NFS · Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-22-2017
- Office Locations
- 1
Office Locations
101 E. Front Street Suite 102 Wheaton IL
About Mckenna Capital, Inc.
McKenna Capital Inc. is a Wheaton, IL RIA serving values-aligned individuals and entrepreneurs with financial planning and disciplined, custom portfolio management. The firm emphasizes a structured, repeatable process, fee and tax awareness, and a margin-of-safety mindset in asset allocation across ETFs, mutual funds, and fixed income. Custody supported at Charles Schwab and Fidelity.
Team overview
45 AVG AGE
$41.7M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
9.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
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Asset Classes
Beacon capital
Custodian
Crest
Investment Themes
Bridge
Investment Vehicles
Crest delta Zenith
Services
Bridge summit Ember Foundation beacon Alpha Catalyst wave Value meridian Crest optima
Owner & Executives
C
CHARLES PHILLIP MCKENNA
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #5881242
- Ownership
- 75% or more
(594) 741-1997
harbor.harbor@atlascapital.com
in linkedin.com/in/pathway-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
C
CHARLES BEAUPRE MCKENNA
Wealth Advisor
- CRD
- #4648320
(675) 309-1412
horizon.vital@radialcapital.com
in linkedin.com/in/alpha-timber
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,017,828 | -- |
| Non-Discretionary | $23,379,785 | -- |
| Total | $83,397,613 | -- |
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Separately Managed Accounts
Total SMA Asset: $81,112,364
Equity - Exchange:
39.0% Public Funds:
35.4% Cash:
25.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,025,632,544 | 39.0% |
| Public Funds | $930,958,771 | 35.4% |
| Cash | $673,235,722 | 25.6% |
| Total | $2,629,827,037 | 100.0% |