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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Radial zenithVector radial +more
- Established Date
- 06-02-2015
- Office Locations
- 1
Office Locations
About Kisco Capital, LLC
Kisco Capital is an independent, commission-free fiduciary RIA (founded 2015) in Mt. Kisco, NY serving individuals, families, and business owners across Westchester County. The firm designs customized, separately managed portfolios using individual stocks, bonds, and ETFs for retirement planning, income needs, wealth preservation, and long-term growth. Client assets stay in name at third-party custodians (e.g., Schwab, Interactive Brokers); BBB accredited.
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Owner & Executives
PAUL JOSEPH MCCARTHY
Chief Executive Officer, President
- CRD
- #6491484
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,374,996 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,374,996 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,374,996
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $281,252,718 | 11.7% |
| Equity - Exchange | $182,694,073 | 7.6% |
| Cash | $213,944,375 | 8.9% |
| Corporate - Investment Grade | $242,790,808 | 10.1% |
| Corporate - Non-Investment Grade | $629,813,778 | 26.2% |
| Derivatives | $653,852,472 | 27.2% |
| Public Funds | $199,521,158 | 8.3% |
| Total | $2,403,869,382 | 100.0% |