MCKINLEY FINANCIAL

Overview

Assets Under Management: $117 million
Headquarters: BROOKVILLE, PA
High-Net-Worth Clients: 63
Average Client Assets: $1.3 million

Frequently Asked Questions

How much does MCKINLEY FINANCIAL charge?

MCKINLEY FINANCIAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.

Is MCKINLEY FINANCIAL a fiduciary?

Yes. As an SEC-registered investment advisor (CRD #282443), MCKINLEY FINANCIAL is subject to fiduciary duty under federal law.

Where is MCKINLEY FINANCIAL located?

MCKINLEY FINANCIAL is headquartered in BROOKVILLE, PA.

How many clients does MCKINLEY FINANCIAL have?

MCKINLEY FINANCIAL serves 63 high-net-worth clients according to their SEC filing dated April 24, 2026. View client details ↓

What services does MCKINLEY FINANCIAL offer?

According to their SEC Form ADV, MCKINLEY FINANCIAL offers portfolio management for individuals and pension consulting services. View all service details ↓

How much does MCKINLEY FINANCIAL manage?

MCKINLEY FINANCIAL manages $117 million in client assets according to their SEC filing dated April 24, 2026.

What types of clients does MCKINLEY FINANCIAL serve?

According to their SEC Form ADV, MCKINLEY FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓

Services Offered

Services: Portfolio Management for Individuals, Pension Consulting

Clients

Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.70%
Average Client Assets: $1.3 million
Total Client Accounts: 488
Discretionary Accounts: 488

Regulatory Filings

CRD Number: 282443
Filing ID: 2076459
Last Filing Date: 2026-04-24 16:09:20

Form ADV Documents

Primary Brochure: MCKINLEY FINANCIAL ADVISORS INC ADV BROCHURE (2026-04-24)

View Document Text

McKinley Financial Advisors Inc d/b/a McKinley Financial Wealth Management and/or McKinley Financial 273 Main Street Brookville, PA 15825 Telephone: 814-849-8586 Facsimile: 814-849-8590 www.mckinleyfinancialadvisors.com April 24, 2026 FORM ADV PART 2A BROCHURE This brochure provides information about the qualifications and business practices of McKinley Financial. If you have any questions about the contents of this brochure, contact us at 814-849-8586. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Additional information about McKinley Financial is available on the SEC's website at www.adviserinfo.sec.gov. McKinley Financial is a registered investment adviser. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training.