|
⚲
|
| McKinley Financial Advisors Inc
✚
|
|
|---|---|
| CRD # | 282443 |
| SEC # | 801-136353 |
| CIK # | |
| AUM | $117.2 M (2026-05-11) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 814-849-8586 |
| Address | 273 Main Street Brookville, PA 15825 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 31.8 |
| (b) Individuals (high net worth individuals) | 63 | 81.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 1.2 |
| (h) Charitable organizations | 3 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 488 | 117.2 |
| By Discretionary | ||
| Discretionary | 488 | 117.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 488 | 117.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.2 | |
| Total | 488 | 117.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Engineers LLC
✚
|
CO | 0.1 |
|
Kinnamon & Associates Ltd II
✚
|
IL | 0.1 |
|
Sea Hunter Capital LLC
✚
|
FL | 0.1 |
|
Caerus Investment Advisors LLC
✚
|
0.1 | |
|
Beresh Patrick Michael
✚
|
CA | 0.1 |
|
818 Wealth LLC
✚
|
TX | 0.1 |
|
Sulzberger Capital Advisors Inc
✚
|
FL | 0.1 |
|
BAS Capital Corp
✚
|
0.1 | |
|
Humilis Investment Strategies LLC
✚
|
0.1 | |
|
Greenline Wealth Management LLC
✚
|
FL | 0.1 |