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McKinley Money LLC
MCKINLEY MONEY, LLC is an SEC-registered investment adviser in EAU-CLAIRE, WI, registered since 2025. The firm manages $164 million in assets, $147 million...
Overview
MCKINLEY MONEY, LLC is an SEC-registered investment adviser in EAU-CLAIRE, WI, registered since 2025. The firm manages $164 million in assets, $147 million on a discretionary basis. It has 3 employees and 2 investment advisers. MCKINLEY MONEY, LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-04-01, it reported 3 employees; 574 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Sector focus
Frequently asked questions
What sectors does McKinley Money target?
Private equity, real estate, and venture capital are typical sectors for family offices such as McKinley Money. However, no sector-specific strategy has been announced or confirmed via external sources.
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