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MCKINNEY CAPITAL MANAGEMENT
Legal name: MCKINNEY CAPITAL MANAGEMENT LLC
CRD 338774File 801-134545
APPROVED
Retail clients
Custody
Filing as of Jun 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$246.1M
Below cohort median (national)
Discretionary AUM
$241.9M
Non-discretionary $4.3M
Clients
688
912 accounts
Employees
7
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 17, 2025
- Principal office
- 8 GREENWAY PLAZA, SUITE 1350, HOUSTON, TX, 77046
- Phone
- 713-888-0841
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $246.1M
- Discretionary AUM
- $241.9M
- Non-discretionary AUM
- $4.3M
- Discretionary accounts
- 891
- Non-discretionary accounts
- 21
- Total accounts
- 912
- AUM per client
- $358K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | Fewer than 5 | $2.0M |
| Individuals (other than high net worth individuals) | 687 | $242.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- 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 17, 2026 | Clients | 689 | 688 |
| 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.