RIA Intel›Advisers›Arizona›RODNEY MCKINNIS

RODNEY MCKINNIS

Advisory

AZ

Data as of Aug 18, 2026 · Source: SEC Form ADV

Average account
$110K
across 375 accounts
AUM per adviser
$41M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 18, 2026.

Total AUM
$41M
Discretionary %
100%
Clients
295
Employees
1

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$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients295
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA, GA, IL, MD, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

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

QUANTUMVEST, INC.
SCOTTSDALE, AZ
$41M
DJM WEALTH STRATEGIES, LLC
SCOTTSDALE, AZ
$41M
+18.1% 1Y
COHERENT FINANCIAL ADVISERS, LLC
$41M
SG WEALTH MANAGERS LLC
SCOTTSDALE, AZ
$41M
SELEZNOV CAPITAL ADVISORS, LLC
SCOTTSDALE, AZ
$41M
-32.3% 1Y
ENVISION CAPITAL MANAGEMENT LTD
SCOTTSDALE, AZ
$41M
-55.2% 1Y

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