This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$27.8MItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$26.7MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Employees

21

Advisory employees

10

Offices

5Schedule D 1.F, beyond the principal office

Accounts

147

Individual clients

128

High net worth clients

12

CRD

121196

Filings on the tape

1

First filed

Jun 15, 2026

Latest filed

Jun 15, 2026

Organised

Corporation, TX

Website

mcnallyfinancial.com

• Occurred

  Jan 16, 2026
  Advisor changed firm

  Brian Charles Baker left Mcnally Financial Services Corporation for Saxony Capital Management, Llc (registered 2026-01-16)

  Form ADVobserved 4 days ago
• Occurred

  Aug 29, 2022
  Advisor changed firm

  Mark Gregory Ragos left Mcnally Financial Services Corporation for Financial Fitness (registered 2026-01-01)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8646e145-a32e-9404-4eca-8eb95cdf057e

First observed

Jun 15, 2026

Last observed

Jun 15, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.