Charles McKenna
McKenna Capital · Wheaton, Illinois
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.
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Who they serve
- Retirees
- Founders
- Executives
Facts
| Firm | McKenna Capital |
|---|---|
| Based in | Wheaton, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $83.4M across 125 accounts |
| SEC registration | Investment adviser representative in IL · CRD 4648320 |
| Exams passed | Series 63 (2003) · Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mckennacorp.com |
| Profile |
How Charles's firm compares
- McKenna Capital's average account is about $667,000, from its Form ADV (assets managed divided by 125 accounts).
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Questions about Charles
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 (CRD 4648320), 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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- McKenna Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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