CRD: 121242
Kirkey & Co. Financial Advisors, Inc.
$76.6M Total AUM
$76.6M Disc. AUM
-- 3Y CAGR
2 Employees
63 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-28-2000
- Office Locations
- 1
Office Locations
5207 Norwich ST Hilliard OH
About Kirkey & Co. Financial Advisors, Inc.
Kirkey & Co. (Hilliard, OH) pairs an OH-licensed CPA practice with retail investment advisory services, helping individuals and small business owners with individual/business tax preparation, year-round tax planning, and related business services. Investment allocations primarily use public funds and ETFs and are custodied at Charles Schwab.
Team overview
56 AVG AGE
$38.3M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
13.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DAVID ROBERT KIRKEY
Chief Compliance Officer, President
- CRD
- #4572759
- Ownership
- 75% or more
Available
Available
Available
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J
Jeremy Royer
--
- CRD
- #8029851
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $76,618,136 | -- |
| Non-Discretionary | $0 | -- |
| Total | $76,618,136 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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