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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $618.7K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on January 29, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Kisco Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Kisco Capital, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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