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⚲
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| McKinney Capital Management LLC
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|
|---|---|
| CRD # | 338774 |
| SEC # | 801-134545 |
| CIK # | 0002133532 |
| AUM | $246.1 M (2026-06-04) |
| Employees | 7 (29% Investors, 29% Brokers) |
| Phone | 713-888-0841 |
| Address | 8 Greenway Plaza Houston, TX 77046 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.6 | ||
| KLA Tencor Corp | 6.7 | ||
| Microsoft Corp | 6.2 | ||
| AT&T Inc | 1.6 | ||
| Dow Inc | 1.3 | ||
| LyondellBasell Industries NV | 1.3 | ||
| Devon Energy Corp/DE | 1.3 | ||
| Conocophillips | 1.3 | ||
| Denali Holding Inc | 1.3 | ||
| EOG Resources Inc | 1.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 687 | 242.6 |
| (b) Individuals (high net worth individuals) | 1 | 2.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 1.5 |
| Total | 912 | 246.1 |
| By Discretionary | ||
| Discretionary | 891 | 241.9 |
| Non-Discretionary | 21 | 4.3 |
| Total | 912 | 246.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 246.1 | |
| Total | 912 | 246.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002133532] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Lighthouse Wealth Management LLC
✚
|
PA | 0.2 |
|
Value Investment Professionals LLC
✚
|
NY | 0.2 |
|
Julex Capital Management LLC
✚
|
MA | 0.2 |
|
Taconic Advisors Inc
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|
NY | 0.2 |
|
The Professional Financial Company LLC
✚
|
UT | 0.2 |
|
Des Moines Investments LLC
✚
|
IA | 0.2 |
|
Hall Retirement Planning Services LLC
✚
|
TN | 0.2 |
|
Pinnacle West Asset Management Inc
✚
|
WY | 0.2 |
|
Toro West Capital Advisors LLC
✚
|
CO | 0.2 |
|
Global Wealth Management LLC
✚
|
NJ | 0.2 |