Mckinley Money, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Eau-Claire, WI. Its latest Form ADV filing, dated April 1, 2026, reports $164M in regulatory assets under management, 3 employees, 2 offices, and 574 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.9% of total clients.
Top client categories% of clientsClients
1
Individuals
51.9%
84
2
HNWI
48.1%
78
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$164Mas of April 1, 2026
Discretionary89.5%
$147M
90% of total RAUM89.5%
Non-discretionary10.5%
$17M
10% of total RAUM10.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$164M
Total Accounts574
10Y AUM Change+$29M (+21.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee54:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.