# McNally, David D.

> McNally, David D. is a state-registered investment advisory firm, registered since 2002, with no regulatory assets under management reported in its Form ADV filing dated June 1, 2026.

- CRD: 122907
- Filed as: MCNALLY, DAVID D.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122907
- AdvisorCensus page: https://advisorcensus.com/firm/mcnally-david-d-122907

## Quick answers

**How is McNally, David D. compensated?**
On its Form ADV (Item 5.E, October 2026), McNally, David D. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Is McNally, David D. registered with the SEC or a state?**
McNally, David D. is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 122907.

**Does McNally, David D. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/122907

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |

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

### Firm details
- Registered since: 2002 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McNally, David D. (CRD 122907): Form ADV filing data as of October 2026.