Mcnally Advisors, LLC
SEC RegisteredDriving Bold Impact. Preserving What's Important.
About the firm
McNally Capital, founded by Ward McNally in 2008, is a transformative private investment firm that partners with founder-, family-, and management-led businesses in Aerospace & Defense and Industrial Technology & Services. From its thesis-driven investment methodology and deep sector expertise to its proprietary value creation roadmap, Atlas, the firm has been seeking to drive measurable impact, preserve legacies, and maximize returns for founders, investors, and partners for more than 15 years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Thesis-driven private investment in Aerospace & Defense and Industrial Technology & Services, including majority equity investments ($15-65M equity, $5-30M EBITDA companies), proprietary value creation through the Atlas roadmap, and strategic partnership from investment through exit.
Who they serve
Founder-, family-, and management-led businesses in the lower middle market, as well as investors and partners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 16 | $681M |
Leadership
Office locations
Regulatory & compliance
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mcnally Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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