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- Custodian
- BNY Mellon · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vertex vertexZenith
- Established Date
- 11-10-1966
- Office Locations
- 1
Office Locations
About Kimelman & Baird, LLC
Kimelman & Baird, LLC is a boutique New York-based advisor providing investment management, retirement planning, and wealth transfer guidance for career professionals, entrepreneurs, multi-generational families, and institutions such as foundations. The team takes an active, goals-first approach to global, tax-aware portfolios—often implemented with ETFs—and uses the Goldman Sachs FinLife/MoneyMind process to drive discovery and ongoing plan updates.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT CHARLES KIMELMAN
Partner
- CRD
- #1624106
- Ownership
- 50% but less than 75%
SHEILA MAUREEN BAIRD
Chief Compliance Officer, Investment Advisor
- CRD
- #10504
- Ownership
- 10% but less than 25%
Vertex meridian
Insight oak
- CRD
- #86305
- Ownership
- 27.3%
Showing 2 of 4 owners & executives
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JOYCE WAH CHAN
Director
- CRD
- #5668161
John Bailey Vanneck
--
- CRD
- #8221491
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,478,705,000 | $3,017,765 |
| Non-Discretionary | $0 | -- |
| Total | $1,478,705,000 | $3,017,765 |
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Separately Managed Accounts
Total SMA Asset: $1,478,705,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,161,925,916 | 27.1% |
| Cash | $1,204,615,547 | 15.1% |
| U.S. Government/Agency | $765,848,295 | 9.6% |
| Equity - OTC | $2,042,262,120 | 25.6% |
| Municipal Bonds | $1,802,934,527 | 22.6% |
| Total | $7,977,586,405 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON VECTOR | VECTOR FUSION | D53UY1KLL | BJD | 7.12% | $60,799,357 |
| RADIAL DELTA HARBOR | SIGNAL CATALYST | FG5677WO4 | YRL | 11.14% | $12,731,624 |
| ZENITH PIONEER TIMBER | NORTH BRIDGE | H1Q7DJOL6 | ZNOC | 4.45% | $62,196,280 |
| RIDGE MATRIX | TIMBER CREST | RMAJ851WZ | CAH | 12.44% | $69,603,197 |
| EAGLE MOMENTUM EMBER | LEGACY PRIME | GUUSYCYL8 | JZA | 8.89% | $81,061,368 |
| SIGNAL LEGACY | FOUNDATION DELTA | ZSHQ41SXU | POCHX | 9.89% | $69,867,056 |
| VERTEX PRIME INSIGHT | GLACIER ALPHA | 4M35MVV68 | RYHB | 6.18% | $87,634,834 |
| BRIDGE OAK BRIDGE | FRONTIER VITAL | 60Q0O4Z0J | NCK | 12.10% | $71,179,504 |