PPrivate Fund Data Log in Join · $37/mo

McKinley Financial Advisors Inc

● SEC registered since 2026CRD 282443SEC# 801-136353Brookville, PA
Export (members)
Reg. AUM
$117.2M
Employees
4
Accounts
488
Location
Brookville, PA

McKinley Financial Advisors Inc assets under management

McKinley Financial Advisors Inc is a registered investment adviser overseen by the SEC based in Brookville, PA. The firm has been registered since 2026. It reports $117.2 million in regulatory assets under management and employs 4 people.

McKinley Financial Advisors Inc owners & executives

7 reported
NameTitleOwnershipSince
Logan Lee Reed ControlOperations Manager/Financial Advisor/Secretary/TreasurerUnder 5%2025
McKinley & Co., PC ControlParent Cpa FirmOver 75%2021
Nicholas Nosker ControlVice PresidentUnder 5%2021
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does McKinley Financial Advisors Inc manage?

McKinley Financial Advisors Inc reports $117.2 million in regulatory assets under management on its Form ADV.

How many employees does McKinley Financial Advisors Inc have?

McKinley Financial Advisors Inc reports 4 employees.

Where is McKinley Financial Advisors Inc located?

McKinley Financial Advisors Inc is based in Brookville, PA and has been SEC-registered since 2026.

Does McKinley Financial Advisors Inc disclose fund performance?

McKinley Financial Advisors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address273 Main Street, Brookville, PA 15825
Phone814-849-8586
Fax814-849-8590
Office hours9:00 a.m.- 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.2M
Non-discretionary$0
Total (RAUM)$117.2M