John Lewis Mckeel

Mckeel Capital Management

21 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners

Mckeel Capital Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

35 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$63.0M

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

5224 Park Ridge Rd, Flower Mound, TX, 75022

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Mckeel Capital Management

January 2025 - Present · 1 yr 1 mo

Previous Registrations

Mckeel Capital Management

January 2015 - December 2024 · 9 yrs 11 mos

Mckeel Capital Management

January 2014 - December 2014 · 11 mos

Mckeel Capital Management

April 2009 - December 2013 · 4 yrs 8 mos

Mckeelgesek Financial Advisory Services, LLC

May 2007 - December 2008 · 1 yr 7 mos

Mckeelgesek Financial Advisory Services

December 2003 - December 2006 · 3 yrs

Saa Financial INC.

August 2002 - December 2002 · 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.