Investment adviser · CRD 338774
MCKINNEY CAPITAL MANAGEMENT
Investment adviser filing (IA)
MCKINNEY CAPITAL MANAGEMENT LLC
HOUSTON, TX, United States · Form ADV filed Sep 2, 2026
- Regulatory AUM
- $246M Form ADV · Item 5.F
- Client accounts
- 912 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 687 | $242,591,639 | 98.6% |
| High-net-worth individuals | Fewer than 5 | $2,023,634 | 0.8% |
| Other clients | Fewer than 5 | $1,519,370 | 0.6% |
Filing source
Form ADV 2130431 · Sep 2, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 2, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
8 GREENWAY PLAZA, SUITE 1350HOUSTON, TX, 77046, United States
CRD 338774
Filing source
Form ADV 2130431 · Sep 2, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.