other names
  • MCKINNEY CAPITAL, LLC

Adviser Profile

As of Date 03/30/2026
ADV Location BIRMINGHAM, AL, United States
Adviser Type - Large advisory firm
Number of Employees 5 25%
of those in investment advisory functions 3
Registration SEC, Approved, 08/20/2021
AUM* 90,960,929 -40%
of that, discretionary 90,960,929 -18%
Private Fund GAV* 37,128,869 -14%
Avg Account Size 22,740,232 -18%
SMA’s No
Private Funds 1
Contact Info (20 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

128M 109M 91M 73M 55M 36M 18M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name WARREN AVERETT Filing Date12/29/2025 Form ADV-E View Report
Accounting Firm Name WARREN AVERETT Filing Date03/27/2025 Form ADV-E View Report
Accounting Firm Name WARREN AVERETT Filing Date02/23/2024 Form ADV-E View Report

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$37,128,869

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Brochure Summary