$246.1M Total AUM
$241.9M Disc. AUM
-- 3Y CAGR
7 Employees
689 ADV. Clients
0 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Horizon
- Established Date
- 09-01-2025
- Office Locations
- 1
Office Locations
8 Greenway Plaza Suite 1350 Houston TX
About Mckinney Capital Management
Mckinney Capital Management is a Houston-based RIA. The firm has been operating for 0 years. Managing $246.1M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
51 AVG AGE
$123.1M AVG AUM / ADVISOR
$357.2K AVG AUM / CLIENT
0.6 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Quantum Insight Bridge summit
Client Personas
Ridge Beacon zenith
Custodian
Frontier Focus frontier Atlas glacier
Investment Themes
Legacy Capital glacier
Investment Vehicles
Vital Peak glacier
Services
Ridge Pathway Insight Vector legacy
Technology
Prime foundation
Owner & Executives
FRANK MCKINNEY III
Managing Partner
- CRD
- #4174781
- Ownership
- 50% but less than 75%
(911) 753-1747
element.momentum@vertexcapital.com
in linkedin.com/in/momentum-zenith
MATTHEW WARDWELL SEMEYN
Managing Partner
- CRD
- #4800098
- Ownership
- 50% but less than 75%
(499) 855-5364
focus.frontier@quantumcapital.com
in linkedin.com/in/focus-vital
P
Prime eagle
Foundation north signal
- CRD
- #71799
- Ownership
- 47.7%
(570) 885-8197
summit.legacy@momentumcapital.com
in linkedin.com/in/signal-matrix
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $241,882,082 | $271,473 |
| Non-Discretionary | $4,252,561 | $202,503 |
| Total | $246,134,643 | $269,884 |
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Separately Managed Accounts
Total SMA Asset: $246,134,643
Equity - Exchange:
14.9% Public Funds:
37.2% Municipal Bonds:
20.5% U.S. Government/Agency:
27.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $836,641,468 | 14.9% |
| Public Funds | $2,088,796,149 | 37.2% |
| Municipal Bonds | $1,151,083,899 | 20.5% |
| U.S. Government/Agency | $1,538,521,894 | 27.4% |
| Total | $5,615,043,410 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE QUANTUM PRIME | QUANTUM PEAK | S93JSFJRR | IAS | 9.15% | $94,532,802 |
| EMBER OPTIMA ATLAS | DELTA FOCUS | 8TF8NKCH0 | FLQDD | 4.20% | $9,410,392 |
| VALUE CAPITAL | HORIZON FOUNDATION | ZFYAO2DY5 | QKGCF | 3.59% | $59,831,360 |
| RADIAL FOCUS | SIGNAL RADIAL | O9LPXK7U8 | FGXPS | 7.96% | $97,583,281 |
| WAVE ATLAS | LEGACY VECTOR | W1QECJ2JX | IQXSZ | 4.71% | $54,203,973 |
| VALUE MATRIX FOCUS | GLACIER CAPITAL | C54LQ0UHV | WXCGS | 8.84% | $2,567,938 |
| INSIGHT RIDGE MATRIX | HORIZON CREST | VOOBG76TV | FPU | 5.83% | $98,942,500 |
| LEGACY PEAK | EMBER VITAL | WOQMVDGI9 | JHHDC | 6.21% | $102,951,364 |