# McKinney Capital, LLC

> McKinney Capital, LLC is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.

- CRD: 315545
- Filed as: MCKINNEY CAPITAL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315545
- AdvisorCensus page: https://advisorcensus.com/firm/mckinney-capital-llc-birmingham-al-315545

## Quick answers

**How is McKinney Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), McKinney Capital, LLC reports these compensation arrangements: fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McKinney Capital, LLC located?**
McKinney Capital, LLC's principal office is in Birmingham, AL, according to its Form ADV.

**Is McKinney Capital, LLC registered with the SEC or a state?**
McKinney Capital, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315545.

**How much does McKinney Capital, LLC manage?**
McKinney Capital, LLC reports $90,960,929 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).

**How have McKinney Capital, LLC's assets and staff changed since 2021?**
In the Form ADV data for McKinney Capital, LLC: Regulatory assets under management: $72,393,200 in the October 2021 data and $90,960,929 in the October 2026 data, up 26%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does McKinney Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does McKinney Capital, 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/315545

**What changed in McKinney Capital, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $150,752,656 to $90,960,929 (-40%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $90,960,929
- Discretionary: $90,960,929
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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) | 4 | $90,960,929 |
| 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 | Not reported | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mckinneycapital.net
- LinkedIn @mckinney-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $72,393,200 | 4 | July 22, 2021 |
| October 2022 | $127,568,087 | 3 | March 3, 2022 |
| October 2023 | $106,317,878 | 5 | May 9, 2023 |
| October 2024 | $111,052,660 | 4 | March 13, 2024 |
| October 2025 | $150,752,656 | 4 | March 17, 2025 |
| October 2026 | $90,960,929 | 5 | July 15, 2026 |

Regulatory assets under management: $72,393,200 in the October 2021 data and $90,960,929 in the October 2026 data, up 26%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $150,752,656 to $90,960,929 (-40%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McKinney Capital, LLC (CRD 315545): Form ADV filing data as of October 2026.