$163.7M Total AUM
$146.6M Disc. AUM
-- 3Y CAGR
3 Employees
162 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-2008
- Office Locations
- 2
Office Locations
2858 Harvey Street Madison WI
N3579 1010th ST EAU-Claire WI
About Mckinley Money, LLC
McKinley Money, LLC is a Wisconsin-based RIA providing ongoing, fiduciary financial planning and portfolio management for individuals and multi-generational families. The practice emphasizes goal-based advice, asset allocation, and diversified implementation using vehicles such as mutual funds, fixed income, and ETFs, with custody at Charles Schwab. Led by Kevin McKinley, an advisor with 36 years of experience.
Team overview
-- AVG AGE
$81.9M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
10 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Bridge Wave
Custodian
Foundation meridian Signal legacy Summit Atlas wave Delta zenith
Investment Themes
Timber Atlas
Investment Vehicles
Fusion optima
Services
Pioneer Prime radial Catalyst unison Beacon catalyst Eagle frontier Vital Atlas eagle
Owner & Executives
K
KEVIN PAUL MCKINLEY
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #1177018
- Ownership
- 75% or more
(817) 303-9783
horizon.vital@oakcapital.com
in linkedin.com/in/pathway-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
D
DUNCAN PAUL MCKINLEY
--
- CRD
- #8041013
(624) 296-8611
unison.timber@legacycapital.com
in linkedin.com/in/value-momentum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,554,680 | $282,924 |
| Non-Discretionary | $17,174,880 | $306,694 |
| Total | $163,729,560 | $285,243 |
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Separately Managed Accounts
Total SMA Asset: $163,729,560
Other:
11.5% Public Funds:
24.0% U.S. Government/Agency:
11.9% Cash:
25.4% Equity - Exchange:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $196,504,221 | 11.5% |
| Public Funds | $410,095,765 | 24.0% |
| U.S. Government/Agency | $203,339,150 | 11.9% |
| Cash | $434,018,018 | 25.4% |
| Equity - Exchange | $464,775,199 | 27.2% |
| Total | $1,708,732,353 | 100.0% |