# McKinley Financial

> 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.

- CRD: 282443
- Filed as: MCKINLEY FINANCIAL
- Legal name: McKinley Financial Advisors Inc
- Also doing business as: MCKINLEY FINANCIAL WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Brookville, PA
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282443
- AdvisorCensus page: https://advisorcensus.com/firm/mckinley-financial-brookville-pa-282443

## Quick answers

**How is McKinley Financial compensated?**
On its Form ADV (Item 5.E, October 2026), McKinley Financial reports these compensation arrangements: a percentage of assets under its management.

**How much does McKinley Financial charge?**
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.

**Where is McKinley Financial located?**
McKinley Financial's principal office is in Brookville, PA, according to its Form ADV.

**Is McKinley Financial registered with the SEC or a state?**
McKinley Financial is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 282443.

**How much does McKinley Financial manage?**
McKinley Financial reports $117,248,954 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (100% discretionary).

**What types of clients does McKinley Financial serve?**
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).

**Which custodians does McKinley Financial use?**
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.

**Does McKinley Financial report any disciplinary disclosures?**
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

**Does McKinley Financial state an account minimum?**
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."

**What changed in McKinley Financial's recent Form ADV filings?**
In the June 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 5, 2026)

- Asset-based fee: 0.4% to 1.25% a year (a range, as the brochure states it)

> 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.

- Account minimum: None

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $117,248,954
- Discretionary: $117,248,954
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 174 | $31,823,387 |
| High net worth individuals | 63 | $81,724,671 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $1,195,135 |
| Charitable organizations | 3 | $378,603 |
| Corporations or other businesses not listed above | 4 | $2,127,158 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mckinleyfin.com](https://mckinleyfin.com)
- [mckinleyfinancialadvisors.com](https://mckinleyfinancialadvisors.com)

## Changes in the filing (last 12 months)

### June 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McKinley Financial (CRD 282443): Form ADV filing data as of October 2026.