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Mckeel Capital Management, LLC (Coppell)


Mckeel Capital Management, LLC is a mid-sized advisory firm based in Coppell. It manages $30 million of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Texas.

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Mckeel Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mckeel Capital Management: assets under management

The assets under management (AUM) of Mckeel Capital Management, LLC is $30 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $272.73 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mckeel Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Coppell

The principal office where Mckeel Capital Management, LLC performs its advisory services is located at 235 South Denton Tap Road, Coppell, TX 75019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-745-9080 or by fax 972-745-0799. The normal business hours are by appt on Other. You can find more information about the New York firm at www.mckeelcapital.com.


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