Edward M. Mckinney

9823 CAPITAL, LP

DALLAS, TX 75201

Some features on this profile are disabled

CRD#: 7665250

Professional summary

Edward Marshall Mckinney is a registered financial advisor currently at 9823 CAPITAL, LP located in Dallas, Texas.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Edward has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Voyager Capital, LLC; Investment-related; Dallas, Texas ; Consulting, private investing; Manager; Manager; 2015; 120 hours; 120 hours; Managing consulting relationships and investments

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Marshall Mckinney's CRS (Customer Relationship Summary).

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

November 21, 2023 - Present

9823 CAPITAL, LP

Office #1: 200 Crescent Court Suite 1450, Dallas, TX 75201

RIA

CRD#: 324329

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

9823 CAPITAL, LP

9823 CAPITAL, LP | WHITE STAR CAPITAL, LP

CRD#: 324329 / SEC#: 801-127155

RIA

Registered Investment Advisory firm - (1/6/2023 Approved)

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

Texas
(11/21/2023)

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 65

Date: 11/21/2023

Uniform Investment Adviser Law Examination

Current Firm

9823 CAPITAL, LP

9823 CAPITAL, LP | WHITE STAR CAPITAL, LP

CRD#: 324329 / SEC#: 801-127155

RIA

Registered Investment Advisory firm - (1/6/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

200 Crescent Court Suite 1450, Dallas, TX 75201

Mailing Address

Phone number

(214) 849-5800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

9823 CAPITAL, LP ADV PART 2A BROCHURE (9/3/2025)

Regulatory assets under management

Total Number of Accounts	17
AUM (Assets Under Management)	$ 647,511,765

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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Kenneth Hopkins

ORION WEALTH MANAGEMENT LLC

IAR

Garland, TX

Jonathan Meaney

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

IAR

DALLAS, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Edward M. Mckinney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Marshall Mckinney's CRS (Customer Relationship Summary).

Certified licenses

Experience

9823 CAPITAL, LP

Primary Firm SEC Registration

9823 CAPITAL, LP

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/2023

Current Firm

9823 CAPITAL, LP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

9823 CAPITAL, LP

TRUST BUT VERIFY

Similar Advisors