MCKEE INVESTMENT PLANNING, INC.

MCKEE INVESTMENT PLANNING, INC. is an SEC-registered investment adviser (CRD 126676). Regulatory assets under management: $98.7M.

Registration

• CRD: 126676
• Type: Registered investment adviser
• Phone: 352-408-4710
• Latest filing: 2026-02-06
• Regulatory AUM: $98.7M
• Discretionary AUM: $98.7M
• Clients: 2
• Accounts: 647

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 126676 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search