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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-21-1994
- Office Locations
- 1
Office Locations
About Mullaney Keating & Wright INC
Mullaney Keating & Wright Inc is a CT-based RIA providing investment management and financial planning to a limited client roster, with portfolios managed or overseen by firm principals. The firm emphasizes evidence-based, policy-driven asset allocation grounded in modern financial theory, avoiding market timing. Implements allocations primarily with public funds and ETFs, with custody relationships including Schwab and Pershing, serving retail and institutional clients.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
FRANCIS C. CARPENTIER
Chief Compliance Officer, PRINCIPAL, Treasurer
- CRD
- #2321819
- Ownership
- 50% but less than 75%
ANTHONY VINCENT LYNCH IV
EXECUTIVE VICE PRESIDENT, Investment Advisor
- CRD
- #1298816
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JESSICA ANNE GILBERT
Investment Advisor
- CRD
- #5608769
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $300,108,632 | $608,740 |
| Non-Discretionary | $36,882,806 | $3,352,982 |
| Total | $336,991,438 | $668,634 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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