$8.4M Total AUM
$8.4M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
15 yrs Firm Age
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Atlas
- Established Date
- 06-24-2010
- Office Locations
- 1
Office Locations
-- Nashville TN
About Mckinney Capital Management, LLC
MCKINNEY Capital Management, LLC is a Nashville, TN–based, owner-led RIA serving retail clients with financial planning and retirement plan guidance alongside portfolio construction and asset-allocation management. Investment implementation is focused on public funds such as mutual funds, with custody/support through platforms including Altruist.
Team overview
-- AVG AGE
$8.4M AVG AUM / ADVISOR
$280.7K AVG AUM / CLIENT
16 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Client Personas
Ridge
Custodian
Value pathway Foundation fusion
Investment Themes
Pioneer
Investment Vehicles
North pioneer
Services
Peak momentum Foundation wave Frontier Crest beacon Zenith timber
Technology
Summit oak
Owner & Executives
M
MICHAEL CHAD MCKINNEY
Associate, Chief Compliance Officer, Managing Member
- CRD
- #5616673
- Ownership
- 75% or more
(604) 329-2034
focus.timber@harborcapital.com
in linkedin.com/in/capital-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,419,522 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,419,522 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,419,522
Public Funds:
65.1% Cash:
34.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $5,756,260,813 | 65.1% |
| Cash | $3,085,921,695 | 34.9% |
| Total | $8,842,182,508 | 100.0% |