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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-25-2002
- Office Locations
- 1
Office Locations
About Kiely Capital Management, Inc.
Kiely Capital Management is a Morristown, NJ fee-only RIA led by NAPFA-Registered advisor and CERTIFIED FINANCIAL PLANNER professional Bernard Kiely. The firm delivers objective financial planning and investment management to help clients build, manage, grow, and protect assets through life transitions, including asset-allocation portfolios using ETFs and mutual funds. Offers a $500 two-hour working session where clients set the agenda.
Reported data analysis
What the numbers show
Between March 17, 2011 and May 16, 2012, reported AUM decreased 11.8%, from $54.5M to $48.1M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 39 clients, or 19.5 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Kiely Capital Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BERNARD MARK KIELY
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #1900016
- Ownership
- 50% but less than 75%
YVONNE CICETTI KIELY
Investment Advisor, TREASURER
- CRD
- #2662590
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,108,595 | $829,430 |
| Non-Discretionary | $0 | -- |
| Total | $58,108,595 | $829,430 |
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Separately Managed Accounts
SMA allocation detail is available
Kiely Capital Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.