# McKenzie Investment Advisors LLC

> McKenzie Investment Advisors LLC is a state-registered investment advisory firm in Guaynabo, PR, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated February 24, 2026.

- CRD: 313635
- Filed as: MCKENZIE INVESTMENT ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Guaynabo, PR
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313635
- AdvisorCensus page: https://advisorcensus.com/firm/mckenzie-investment-advisors-llc-guaynabo-pr-313635

## Quick answers

**How is McKenzie Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), McKenzie Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McKenzie Investment Advisors LLC located?**
McKenzie Investment Advisors LLC's principal office is in Guaynabo, PR, according to its Form ADV.

**Is McKenzie Investment Advisors LLC registered with the SEC or a state?**
McKenzie Investment Advisors LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 313635.

**Does McKenzie Investment Advisors LLC 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/313635

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mckenzieia.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McKenzie Investment Advisors LLC (CRD 313635): Form ADV filing data as of October 2026.