# McNally Financial Services Corporation

> McNally Financial Services Corporation is a state-registered investment advisory firm in San Antonio, TX, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated June 15, 2026.

- CRD: 121196
- Filed as: MCNALLY FINANCIAL SERVICES CORPORATION
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Antonio, TX
- Filing period: October 2026
- Form ADV filing dated: June 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121196
- AdvisorCensus page: https://advisorcensus.com/firm/mcnally-financial-services-corporation-san-antonio-tx-121196

## Quick answers

**How is McNally Financial Services Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), McNally Financial Services Corporation reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McNally Financial Services Corporation located?**
McNally Financial Services Corporation's principal office is in San Antonio, TX, according to its Form ADV.

**Is McNally Financial Services Corporation registered with the SEC or a state?**
McNally Financial Services Corporation is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 121196.

**How much does McNally Financial Services Corporation manage?**
McNally Financial Services Corporation reports $27,835,531 in regulatory assets under management in its Form ADV filing dated June 15, 2026 (0% discretionary).

**What types of clients does McNally Financial Services Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (12); charitable organizations (4).

**Does McNally Financial Services Corporation report any disciplinary disclosures?**
Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.G (pending regulatory proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121196

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $27,835,531
- Discretionary: $0
- Non-discretionary: $27,835,531

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $19,496,384 |
| High net worth individuals | 12 | $7,213,238 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | 4 | $744,196 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 3 | $381,713 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 21 total, 10 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, NC, NV, TX
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
- 11.G: Is the firm or an advisory affiliate now the subject of a regulatory proceeding that could result in a yes answer to any part of 11.C, 11.D, or 11.E?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121196

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McNally Financial Services Corporation (CRD 121196): Form ADV filing data as of October 2026.