DAVID W. MCKINLAY, CHFC

CRD 112449

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

$32.6M

Discretionary AUM

$32.6M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges

Org form

Sole Proprietorship

Filing date

2026-02-10

Disciplinary history

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Services

Portfolio management (individuals)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	45	$10.8M
High net worth individuals	14	$21.4M
Charitable organizations	1	$414K

Official SEC filing: View on IAPD