SourcingSourcing

MCKINNEY CAPITAL, LLC

C46
CRD 315545·SEC 801-122146·BIRMINGHAM, AL
AUM
$91.0M
$25M-$100M
Est. Revenue
$910K
@ 1% on AUM
Est. EBITDA
$273K
@ 30% margin
Est. Deal Value
$2.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MCKINNEY CAPITAL, LLC
CRD
315545
SEC file #
801-122146
EIN
874167733
DBA names
—

Economics

AUM
$91.0M
AUM band
$25M-$100M
AUM trajectory
'22'26
$127.6M → $91.0M▼ -29%
Client mix
Pooled Investment Vehicles4

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
2 advisors → 3 advisors▲ +50%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
Fixed feesPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
mckinneycapital.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCKINNEY II, RODDY, LEE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
MCKINNEY II, RODDY, LEE
MCKINNEY, DANIEL, LEE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MCKINNEYCAPITAL.NET
Rdap Domain Creation Date
2010-06-23T22:15:27Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001908730
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2022-02-09
Edgar Last Filing Date
2022-02-09
Edgar Form D Count
1
Edgar Form D Offerings
2022-02-092022-02-09 · 0001908730-22-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
ONE METROPLEX DRIVESUITE 260BIRMINGHAM, AL 35209
Business
ONE METROPLEX DRIVESUITE 260BIRMINGHAM, AL 35209
Edgar EIN
874167733
Edgar Recent Filings
D2022-02-09 · 0001908730-22-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-23T22:15:27Z
Rdap Domain Last Changed
2025-05-26T00:18:30Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7405057
Trust Company Affiliate
No

People (3)

3
MCKINNEY II, RODDY, LEE
Direct Owner · 37.5%
7405057
MCKINNEY, DANIEL, LEE
Direct Owner · 37.5%
7405064
BONNIKSON, LESLIE, CHANEY
Executive Officer · 2.5%
7405124