KIELY CAPITAL MANAGEMENT, INC.

Overview

Kiely Capital Management, Inc. is an independent, individually owned registered investment advisor that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a fee schedule that includes a percentage of assets under management, hourly charges and fixed fees, and does not list itself as a capital allocator. Its advisory work centers on traditional wealth-management services rather than institutional pension or multi-state consulting. Industry affiliation with accounting professionals is noted, which suggests the firm integrates tax-aware planning into its advice. Investment activity shows a clear tilt toward publicly offered pooled vehicles—primarily mutual funds—rather than direct stock picking or widespread use of external alternative fund managers. The firm does not identify as an active ESG investor and operates with a relatively small client base, enabling a hands-on, client-level approach to planning and portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices