RIA Intel›Advisers›Illinois›MCKENNA CAPITAL, INC.

MCKENNA CAPITAL, INC.

Advisory

WHEATON, IL

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in IL
#1,059
of 1,719 advisers by AUM
Average account
$667K
across 125 accounts
AUM per adviser
$42M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$83M
Discretionary %
72%
Clients
44
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$83M
Discretionary AUM$60M
Non-Discretionary AUM$23M
Discretionary %72%
Total Clients44
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIL, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

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

CONCORD INVESTMENT GROUP INC
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$83M
-0.2% 1Y
PILOT ASSET MANAGEMENT LLC
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$83M
GALARIA CAPITAL MANAGEMENT, LLC
$83M
0.0% 1Y
HOKIN INVESTMENT ADVISORS INC.
NORTHBROOK, IL
$83M
SCHAEFER WEALTH MANAGEMENT, INC.
WATERLOO, IL
$83M
FMI FINANCIAL, LTD.
$84M

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