{"url":"https://nivawealth.com/firms/mckinley-money-145571","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/145571","regulatoryAum":163729560,"crd":"145571","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8041013","suffix":null,"lastName":"MCKINLEY","firstName":"DUNCAN","middleName":"PAUL"},{"crd":"1177018","suffix":null,"lastName":"MCKINLEY","firstName":"KEVIN","middleName":"PAUL"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-05-19","regulatoryAum":134817362,"clients":152,"employees":3,"offices":2},{"filedOn":"2026-04-01","regulatoryAum":163729560,"clients":162,"employees":3,"offices":3}],"secFileNumber":"801-132140","legalName":"McKinley Money, LLC","displayName":"McKinley Money","slug":"mckinley-money-145571","website":"https://mckinleymoney.com/","classification":{"segment":"individuals","segmentLabel":"Wealth 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individuals","clients":78,"regulatoryAum":112566890}],"feePrograms":[{"role":"main","program":"McKinley Money Wrap Fee Program","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019322","versionId":1019322,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-03-16","documentName":"MCKINLEY MONEY WRAP BROCHURE","fee_rate_low":0.4,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":500000,"feeMinimumPeriod":"annual","fee_minimum_annual":2500}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:39:41.884911+00:00","documents":[{"name":"MCKINLEY MONEY WRAP BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019322","versionId":1019322,"submittedOn":"2026-03-16"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019321","versionId":1019321,"submittedOn":null}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":161303593}],"custodyNote":"McKinley Money has custody of $75.3M in client assets for 409 clients.","otherCustodians":[],"leadership":[{"name":"Kevin McKinley","title":"Managing Member and CCO","crd":"1177018"}],"ownership":[{"label":"Kevin McKinley","detail":"Managing member and cco in the 75% or more ownership band and a control person, since September 2007."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Wisconsin","offices":3,"addresses":[{"street":"N3579 1010th St","city":"Eau-Claire","headquarters":true},{"street":"2858 Harvey Street","city":"Madison"},{"street":"N27 W23953 Paul Road","city":"Pewaukee"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"715-835-2732","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":5},{"label":"U.S. government/agency bonds","percent":20},{"label":"Securities issued by registered investment companies or business development companies","percent":20},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":50,"detail":"Certificate of Deposits and  Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"1 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/145571/PDF/145571.pdf","brochureDate":"16 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019322","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does McKinley Money have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does McKinley Money offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does McKinley Money charge?","answer":"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.","source":"MCKINLEY MONEY WRAP BROCHURE, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does McKinley Money use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does McKinley Money have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does McKinley Money invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does McKinley Money have a minimum investment?","answer":"Yes, McKinley Money’s minimum account size for its McKinley Money Wrap Fee Program is $500K. It charges a $2.5K annual minimum fee.","source":"MCKINLEY MONEY WRAP BROCHURE, filed 16 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns McKinley Money?","answer":"McKinley Money’s direct owner is Kevin McKinley (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does McKinley Money get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact McKinley Money?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}