# Charles McKenna

> Charles McKenna is a fee-only financial advisor at McKenna Capital in Wheaton, Illinois. McKenna Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-mckenna-5881242/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** McKenna Capital
- **Based in:** Wheaton, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $83.4M across 125 accounts
- **Works with:** Retirees, Founders, Executives
- **CRD:** 5881242 (https://adviserinfo.sec.gov/individual/summary/5881242)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (2016), Series 65 (2011)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.mckennacorp.com

## Frequently asked questions

### Is Charles McKenna a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and McKenna Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, McKenna Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Charles McKenna based?

Charles McKenna is based in Wheaton, Illinois.

### Is Charles McKenna registered with the SEC?

Yes. Charles McKenna is registered as an investment adviser representative in IL and TX (CRD 5881242), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does McKenna Capital manage?

McKenna Capital reports $83.4M across 125 accounts in assets under management.

### How do I contact Charles McKenna?

Through Charles's website, www.mckennacorp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5881242): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.mckennacorp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.