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MCKINNEY CAPITAL, LLC

BIRMINGHAM, AL · CRD 315545 · IAPD ↗ · mckinneycapital.net · (205) 697-1837

$91.0MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — MCKINNEY CAPITAL, LLC reported RAUM down 40% ($150.8M -> $91.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
47
April 2025 — MCKINNEY CAPITAL, LLC reported RAUM up 36% ($111.1M -> $150.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.