RIA Intel›Advisers›Texas›MCNALLY FINANCIAL SERVICES CORPORATION

MCNALLY FINANCIAL SERVICES CORPORATION

Advisory

SAN ANTONIO, TX

Data as of Jun 15, 2026 · Source: SEC Form ADV

Rank in TX

#2,016

of 2,813 advisers by AUM

Average account

$189K

across 147 accounts

AUM per adviser

$3M

10 advisers

Source: SEC Form ADV. Figures as filed Jun 15, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

21

Assets Under Management

Total AUM$28M

Discretionary AUM$0

Non-Discretionary AUM$28M

Discretionary %0%

Total Clients147

Team

Total Employees21

Investment Advisers10

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndMarch

Operates InCA, FL, NC, NV, TX

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

147 clients

12 high-net-worth

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

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