The Mckeel Company, Llc
- Regulatory AUM
- $63.0M
- Discretionary
- $63.0M
- Clients
- 35
- Avg AUM / client
- $1.8M
- Accounts
- 35
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 03, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $5.0M | 7.94% |
| High net worth individuals | 31 | $58.0M | 92.1% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jun 2012 · $300K combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Mckeel Capital Real Assets Fund, Lp | Venture Capital Fund | Texas | $300K | 4 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Lewis Mckeel | Chief Compliance Officer | Oct 2006 (20y) | 75% or more | |
| Cole Christian Mc Keel | Registered representative | Jan 2025 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (1, $300K gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Mckeel Capital Real Assets Fund, Lp | Venture Capital Fund | $300K | $25.0K | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/03/2025 | 988 KB | 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
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: Apr 03, 2025.
View current Form ADV (SEC/IAPD) ↗