Michael C. Mckinney

MCKINNEY CAPITAL MANAGEMENT

NASHVILLE, TN

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CRD#: 5616673

Professional summary

Michael Chad Mckinney, who also goes by Chad Mckinney, M. Chad Mckinney, Michael Chad Mckinney Mr., Michael Mckinney, is a registered financial advisor currently at MCKINNEY CAPITAL MANAGEMENT, LLC located in Nashville, Tennessee.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Michael has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chad Mckinney | M. Chad Mckinney | Michael Chad Mckinney Mr. | Michael Mckinney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CPA - MANAGER IN CPA FIRM - GENERAL BUSINESS DEVELOPMENT. TAX PREPARATION AND CONSULTING. AUDIT AND ATTESTATION FUNCTIONS. GENERAL BUSINESS SERVICES INCLUDING FINANCIAL STATEMENT PREPARATION, PAYROLL AND CONSULTING. FIRM ADMINISTRATION INCLUDING STAFF RECRUITING AND DEVELOPMENT, FIRM POLICY IMPLEMENTATION, MARKETING AND STRATEGY - 41.5 SECURITIES TRADING HOURS WEEKLY, 4 NON SECURITIES TRADING HOURS, START DATE 1/2006

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Chad Mckinney's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 24, 2010 - Present

MCKINNEY CAPITAL MANAGEMENT, LLC

RIA

CRD#: 153551

NASHVILLE, TN

Past

March 2, 2009 - July 2, 2010

WALNUT STREET SECURITIES, INC.

RIA

CRD#: 15840

HOPKINSVILLE, KY

Past

December 18, 2008 - July 2, 2010

WALNUT STREET SECURITIES, INC.

CRD#: 15840

HOPKINSVILLE, KY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kentucky
(7/2/2010)

IAR

Tennessee
(6/24/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/13/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/17/2008

General Securities Representative Examination

Current Firm

MCKINNEY CAPITAL MANAGEMENT, LLC

CRD#: 153551 / SEC#:

Kentucky

Registered Investment Advisory firm - (6/25/2010 Approved)

Tennessee

Registered Investment Advisory firm - (6/24/2010 Approved)

Texas

Registered Investment Advisory firm - (3/10/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2723 Berrywood Drive, Nashville, TN 37204

Mailing Address

Phone number

(615) 367-2476

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	31
AUM (Assets Under Management)	$ 7,194,646

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Michael C. Mckinney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Chad Mckinney's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCKINNEY CAPITAL MANAGEMENT, LLC

WALNUT STREET SECURITIES, INC.

WALNUT STREET SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/13/2009

Series 7

Date: 12/17/2008

Current Firm

MCKINNEY CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MCKINNEY CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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