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Firm profile

Mckinley Financial

BROOKVILLE, PACRD 282443Registration Status: ApprovedEffective since May 26, 2026Latest ADV May 11, 2026

Mckinley Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Brookville, PA. Its latest Form ADV filing, dated May 11, 2026, reports $117M in regulatory assets under management, 4 employees, and 488 accounts.

Assets Under Management
$117M
Employees
4
Offices
--
Total Clients
249
Primary office
BROOKVILLE, PA
273 MAIN STREET, BROOKVILLE, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOSamuel A. Mckinley
CCOSamuel A. Mckinley

Advisory services offered

2 types reported
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 69.9% of total clients.
Top client categories% of clientsClients
1
Individuals
69.9%
174
2
HNWI
25.3%
63
3
Pension Plans
2.0%
5
4
Corporations
1.6%
4
5
Charitable
1.2%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$117Mas of May 11, 2026
Discretionary100.0%
$117M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$117M
Total Accounts488
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee62:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.