{
  "crd_number": 282443,
  "slug": "mckinley-financial-brookville-pa-282443",
  "primary_business_name": "MCKINLEY FINANCIAL",
  "legal_name": "MCKINLEY FINANCIAL ADVISORS INC",
  "dbas": [
    "MCKINLEY FINANCIAL WEALTH MANAGEMENT"
  ],
  "city": "Brookville",
  "state": "PA",
  "country": "United States",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-05-26",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-11",
  "carried_forward": false,
  "raum_total": 117248954.0,
  "raum_discretionary": 117248954.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 378603.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 31823387.0,
      "count": 174
    },
    "pension_profit_sharing": {
      "raum": 1195135.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 81724671.0,
      "count": 63
    },
    "corporations_other_businesses": {
      "raum": 2127158.0,
      "count": 4,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NY",
    "PA"
  ],
  "websites": [
    "https://mckinleyfin.com",
    "https://mckinleyfinancialadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282443",
  "city_as_filed": "BROOKVILLE",
  "url": "https://advisorcensus.com/firm/mckinley-financial-brookville-pa-282443",
  "display_name": "McKinley Financial",
  "summary": "McKinley Financial is an SEC-registered investment advisory firm in Brookville, PA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.",
  "citation": "AdvisorCensus. McKinley Financial (CRD 282443): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is McKinley Financial compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), McKinley Financial reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does McKinley Financial charge?",
      "a": "Its Form ADV Part 2A brochure dated May 5, 2026 states: Asset-based fee: 0.4% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is McKinley Financial located?",
      "a": "McKinley Financial's principal office is in Brookville, PA, according to its Form ADV."
    },
    {
      "q": "Is McKinley Financial registered with the SEC or a state?",
      "a": "McKinley Financial is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 282443."
    },
    {
      "q": "How much does McKinley Financial manage?",
      "a": "McKinley Financial reports $117,248,954 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does McKinley Financial serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (174); high net worth individuals (63); pension and profit sharing plans (but not the plan participants or government pension plans) (5)."
    },
    {
      "q": "Which custodians does McKinley Financial use?",
      "a": "McKinley Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does McKinley Financial report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/282443"
    },
    {
      "q": "Does McKinley Financial state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 5, 2026 says: \"We offer investment advisory services to individuals to include high net worth individuals, charitable organizations, estates/trusts, pension plans, corporations or other businesses. We typically do not require a minimum account size.\""
    },
    {
      "q": "What changed in McKinley Financial's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.4% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.4% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Our advisory fee for portfolio management services is based upon a percentage of the assets held in your advisory account, including any cash balances. Our annual advisory fee for these services is negotiable, ranges from 0.40% to 1.25% of your account balance",
          "Percentage fees range from 0.40% to 1.25% of plan assets. Percentage fees will be calculated based on the average plan assets for the billing period."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We offer investment advisory services to individuals to include high net worth individuals, charitable organizations, estates/trusts, pension plans, corporations or other businesses. We typically do not require a minimum account size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.4,
        1.25
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our advisory fee for portfolio management services is based upon a percentage of the assets held in your advisory account, including any cash balances. Our annual advisory fee for these services is negotiable, ranges from 0.40% to 1.25% of your account balance",
      "Percentage fees range from 0.40% to 1.25% of plan assets. Percentage fees will be calculated based on the average plan assets for the billing period.",
      "We offer investment advisory services to individuals to include high net worth individuals, charitable organizations, estates/trusts, pension plans, corporations or other businesses. We typically do not require a minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mckinley-financial-brookville-pa-282443.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 174,
      "fewer_than_5": false,
      "raum": 31823387.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 63,
      "fewer_than_5": false,
      "raum": 81724671.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1195135.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 378603.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 4,
      "fewer_than_5": true,
      "raum": 2127158.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282443",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}