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MCKINLEY FINANCIAL
Legal name: MCKINLEY FINANCIAL ADVISORS INC
CRD 282443File 801-136353
APPROVED
Retail clients
Custody
Filing as of May 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$117.2M
Bottom 25% of cohort (national)
Discretionary AUM
$117.2M
Clients
249
488 accounts
Employees
4
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- May 26, 2026
- Principal office
- 273 MAIN STREET, BROOKVILLE, PA, 15825
- Phone
- 814-849-8586
- Website
- HTTP://WWW.MCKINLEYFIN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $117.2M
- Discretionary AUM
- $117.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 488
- Non-discretionary accounts
- 0
- Total accounts
- 488
- AUM per client
- $471K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.1M |
| Charitable organizations | Fewer than 5 | $379K |
| High net worth individuals | 63 | $81.7M |
| Pension and profit sharing plans | 5 | $1.2M |
| Individuals (other than high net worth individuals) | 174 | $31.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.