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The Mckeel Company, LLC (Coppell)


The Mckeel Company, LLC is an adviser based in Coppell. It manages $33 million of regulatory assets for 112 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Texas.

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

The Mckeel Company: assets under management

The assets under management (AUM) of The Mckeel Company, LLC is $33 million. The firm's AUM has grown by 10% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $290.91 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $500 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Mckeel Company, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Coppell

The principal office where The Mckeel Company, 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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