RIA Intel›Advisers›Colorado›DAVID W. MCKINLAY, CHFC

DAVID W. MCKINLAY, CHFC

Advisory

CO

Data as of Feb 10, 2026 · Source: SEC Form ADV

Average account

$344K

across 95 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

60 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

THE INDEX GROUP, LIMITED LIABILITY COMPANY

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EQUIPOISE WEALTH MANAGEMENT INC

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VANDEVEER INVESTMENTS INC

$32M

SKY RIDGE WEALTH MANAGEMENT LLC

$33M

HABERKORN FINANCIAL SERVICES, INC.

$32M

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