# David W. McKinlay, CHFC

> David W. McKinlay, CHFC is a state-registered investment advisory firm, registered since 1999, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 10, 2026.

- CRD: 112449
- Filed as: DAVID W. MCKINLAY, CHFC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: February 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/112449
- AdvisorCensus page: https://advisorcensus.com/firm/david-w-mckinlay-chfc-112449

## Quick answers

**How is David W. McKinlay, CHFC compensated?**
On its Form ADV (Item 5.E, October 2026), David W. McKinlay, CHFC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is David W. McKinlay, CHFC registered with the SEC or a state?**
David W. McKinlay, CHFC is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 112449.

**How much does David W. McKinlay, CHFC manage?**
David W. McKinlay, CHFC reports $32,649,507 in regulatory assets under management in its Form ADV filing dated February 10, 2026 (100% discretionary).

**What types of clients does David W. McKinlay, CHFC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (45); high net worth individuals (14); charitable organizations (1).

**Does David W. McKinlay, CHFC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/112449

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $32,649,507
- Discretionary: $32,649,507
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $10,798,592 |
| High net worth individuals | 14 | $21,436,539 |
| Charitable organizations | 1 | $414,376 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. David W. McKinlay, CHFC (CRD 112449): Form ADV filing data as of October 2026.