Kiel Investment Company

Overview

Kiel Investment Company is an independent, owner-operated limited liability company that provides financial planning and portfolio management to individuals, families and small businesses. The firm bills clients on an asset-based percentage and also offers hourly charging for select services. It is not structured as a capital allocator and does not identify as an active ESG investor. Regulatory details indicate the adviser is not multi-state and is not newly formed. Advisory work centers on traditional wealth management tasks — financial planning and discretionary portfolio management for individual and small-business clients. The firm’s small scale suggests a client-focused, hands-on approach rather than institutional or large-scale model management.

Assets & Accounts

Public Holdings

Investments & Alternatives