# McKinley Money, LLC

> McKinley Money, LLC is an SEC-registered investment advisory firm in Eau-Claire, WI, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 145571
- Filed as: MCKINLEY MONEY, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Eau-Claire, WI
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145571
- AdvisorCensus page: https://advisorcensus.com/firm/mckinley-money-llc-eau-claire-wi-145571

## Quick answers

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

**Where is McKinley Money, LLC located?**
McKinley Money, LLC's principal office is in Eau-Claire, WI, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is McKinley Money, LLC registered with the SEC or a state?**
McKinley Money, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 145571.

**How much does McKinley Money, LLC manage?**
McKinley Money, LLC reports $163,729,560 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (90% discretionary).

**How have McKinley Money, LLC's assets and staff changed since 2025?**
In the Form ADV data for McKinley Money, LLC: Regulatory assets under management: $134,817,362 in the October 2025 data and $163,729,560 in the October 2026 data, up 21%. Total employees: 3 in October 2025 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does McKinley Money, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (84); high net worth individuals (78).

**Which custodians does McKinley Money, LLC use?**
McKinley Money, LLC'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 Money, LLC 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/145571

**What changed in McKinley Money, LLC's recent Form ADV filings?**
In the May 2026 filing data: Added an office in Pewaukee, WI.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Minimum annual fee: $2,500

> McKinley requires a minimum annual fee of $2,500.

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: $163,729,560
- Discretionary: $146,554,680
- Non-discretionary: $17,174,880

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 84 | $51,162,670 |
| High net worth individuals | 78 | $112,566,890 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Madison, WI
- Pewaukee, WI

### Websites listed on Form ADV (Item 1.I)
- mckinleymoney.com
- onyourmoney.com
- wealthmanagement.com
- wpr.com
- X @mckinleymoney

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $134,817,362 | 3 | May 19, 2025 |
| October 2026 | $163,729,560 | 3 | April 1, 2026 |

Regulatory assets under management: $134,817,362 in the October 2025 data and $163,729,560 in the October 2026 data, up 21%.
Total employees: 3 in October 2025 and 3 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Added an office in Pewaukee, WI.

### April 2026
- Regulatory assets under management went from $134,817,362 to $163,729,560 (+21%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McKinley Money, LLC (CRD 145571): Form ADV filing data as of October 2026.