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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-24-2010
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $280.7K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Mckinney Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL CHAD MCKINNEY
Associate, Chief Compliance Officer, Managing Member
- CRD
- #5616673
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
Mckinney Capital Management, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.