Mcnally Financial Services Corporation
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 121196
· San Antonio, TX
· WWW.MCNALLYFINANCIAL.COM
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ADV data as of Jun 15, 2026
- Regulatory AUM
- $27.8M
- Discretionary
- $0
- Clients
- 147
- Avg AUM / client
- $189K
- Accounts
- 147
- Employees
- 21
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 128 | $19.5M | 70.0% |
| High net worth individuals | 12 | $7.2M | 25.9% |
| Charitable organizations | 4 | $744K | 2.67% |
| Corporations and other businesses | 3 | $382K | 1.37% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Dorn Mcnally | Registered representative | CFP | Aug 2007 (19y) | |
| Joseph Anthony Berkel | Registered representative | Sep 2007 (19y) | ||
| Calvin Richard Speer | Registered representative | Nov 2007 (19y) | ||
| Jan I Zenner | Registered representative | Chartered Financial Consultant | Apr 2012 (14y) | |
| Clifford Brian Burch | Registered representative | May 2017 (9y) | ||
| Marcus Hans Hafner | Registered representative | Oct 2019 (7y) | ||
| Marshall Royal Cassedy | Registered representative | Mar 2021 (5y) | ||
| Mark Alan Kemp | Registered representative | Oct 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/15/2026 | 1.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 15, 2026.
View current Form ADV (SEC/IAPD) ↗