McKinley Money provides financial planning and portfolio management for individuals and small businesses.
McKinley Money reports 162 clients. They include 84 individual clients and 78 high-net-worth individuals. Of its assets, 89.5% ($147M across 518 accounts) are managed with discretion; $17.2M across 56 accounts are not. A wrap fee program the firm both sponsors and manages holds $161M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 52% | 31% |
| High-net-worth individuals | 48% | 69% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 84 | $51.2M | 31.2% | $609K |
| High-net-worth individuals | 78 | $113M | 68.8% | $1.44M |
| Total | 162 | $164M | 100% | $1.01M |
- Clients
- 84
- Regulatory AUM
- $51.2M
- AUM share
- 31.2%
- Avg. per client
- $609K
- Clients
- 78
- Regulatory AUM
- $113M
- AUM share
- 68.8%
- Avg. per client
- $1.44M
Total
- Clients
- 162
- Regulatory AUM
- $164M
- AUM share
- 100%
- Avg. per client
- $1.01M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
McKinley Money charges 0.40%–1.00% a year for its McKinley Money Wrap Fee Program. The fee is billed in advance, is negotiable, has a $2,500 annual minimum and requires an account of at least $500,000.
Fee details and sources
Kevin McKinley owns 75% or more of McKinley Money. It has 3 employees, 2 of them in advisory roles.
Leadership
Kevin McKinleyManaging Member and CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of McKinley Money, LLC
Kevin McKinley
Control person · since September 2007
McKinley Money’s regulatory assets grew from $135M (May 2025) to $164M (April 2026); clients rose from 152 to 162 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $164M | 162 | 3 | 3 |
| May 2025 | $135M | 152 | 3 | 2 |
Besides its headquarters, McKinley Money has 2 offices, with 3 listed addresses in Wisconsin.
Wisconsin · 3 listed addresses
- N3579 1010th St, Eau-ClaireHQ
- 2858 Harvey Street, Madison
- N27 W23953 Paul Road, Pewaukee
Contact and registration details
- Legal name
- McKinley Money, LLC
- Headquarters
- N3579 1010th St, Eau-Claire, WI 54703
- Website
- mckinleymoney.com
- Phone
- 715-835-2732
- SEC file
- 801-132140
- Structure
- Wisconsin LLC
- Fiscal year end
- December
McKinley Money uses Charles Schwab ($161M) as custodian for its separately managed accounts. McKinley Money has custody of $75.3M in client assets for 409 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $161M100%
At year end, McKinley Money’s separately managed accounts were largely in funds (20%) and bonds (20%).
What the accounts hold
- Stocks5%
- Funds20%
- Bonds20%
- Cash5%
- Other50%
- Certificate of deposits and annuities50%
How many clients does McKinley Money have?
McKinley Money has 162 clients and manages $164 million for them, as of April 2026. They include 84 individual clients and 78 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does McKinley Money offer?
McKinley Money provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does McKinley Money charge?
McKinley Money charges 0.40%–1.00% a year for its McKinley Money Wrap Fee Program. The fee is billed in advance, is negotiable, has a $2,500 annual minimum and requires an account of at least $500,000.
Which custodians does McKinley Money use?
McKinley Money’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $161M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does McKinley Money have?
McKinley Money has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does McKinley Money invest in?
At the end of its last fiscal year, McKinley Money’s separately managed accounts held 50% other, 20% U.S. government and agency bonds, 20% registered funds (mutual funds, ETFs, BDCs), 5% exchange-traded equities and 5% cash and equivalents. The 50% other category is described as: Certificate of Deposits and Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does McKinley Money have a minimum investment?
Yes, McKinley Money’s minimum account size for its McKinley Money Wrap Fee Program is $500K. It charges a $2.5K annual minimum fee.
Who owns McKinley Money?
McKinley Money’s direct owner is Kevin McKinley (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does McKinley Money get paid?
McKinley Money is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact McKinley Money?
McKinley Money’s main office is at N3579 1010th St, Eau-Claire, WI 54703. Its phone number is 715-835-2732. Its website is mckinleymoney.com.