Mckinney Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 2, 2026, reports $246M in regulatory assets under management, 7 employees, and 912 accounts.
Assets Under Management
$246M
Employees
7
Offices
--
Total Clients
689
Primary office
HOUSTON, TX
8 GREENWAY PLAZA, SUITE 1350, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.7% of total clients.
Top client categories% of clientsClients
1
Individuals
99.7%
687
2
HNWI
0.1%
1
3
LABOR UNION CLIENT IBEW
0.1%
1
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$246Mas of April 2, 2026
Discretionary98.3%
$242M
98% of total RAUM98.3%
Non-discretionary1.7%
$4M
2% of total RAUM1.7%
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$246M
Total Accounts912
10Y AUM Change+$246M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee98:1
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.