# McKinney Capital Management

> McKinney Capital Management is an SEC-registered investment advisory firm in Houston, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 338774
- Filed as: MCKINNEY CAPITAL MANAGEMENT
- Legal name: McKinney Capital Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338774
- AdvisorCensus page: https://advisorcensus.com/firm/mckinney-capital-management-houston-tx-338774

## Quick answers

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

**Where is McKinney Capital Management located?**
McKinney Capital Management's principal office is in Houston, TX, according to its Form ADV.

**Is McKinney Capital Management registered with the SEC or a state?**
McKinney Capital Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338774.

**How much does McKinney Capital Management manage?**
McKinney Capital Management reports $246,134,643 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (98% discretionary).

**What types of clients does McKinney Capital Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (687); high net worth individuals (1); other (1).

**Which custodians does McKinney Capital Management use?**
McKinney Capital Management'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 McKinney Capital Management 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/338774

**Does McKinney Capital Management state an account minimum?**
Its Form ADV Part 2A brochure dated June 4, 2026 says: "MCM does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in McKinney Capital Management's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## 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 June 4, 2026)

- Account minimum: None

> MCM does not impose a minimum portfolio size or a minimum initial investment to open an account.

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: $246,134,643
- Discretionary: $241,882,082
- Non-discretionary: $4,252,561

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 687 | $242,591,639 |
| High net worth individuals | 1 | $2,023,634 |
| Other | 1 | $1,519,370 |

### Advisory services (Item 5.G)
- 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: 2025 (0 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [retirewithmcm.com](https://retirewithmcm.com)
- LinkedIn @mckinney-capital-management

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Registered or notice-filed in MI.

### April 2026
- Regulatory assets under management went from $0 to $246,134,643.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McKinney Capital Management (CRD 338774): Form ADV filing data as of October 2026.