Kirkey & Co Financial Advisors, Inc.
Firm details
- Headquarters
- Hilliard, Ohio
- CRD number
- 121242
- Website
- www.kirkeyandco.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.41%
- Individuals21.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kirkey & Co Financial Advisors, Inc. operates as an independent, Ohio-registered advisory corporation owned by an individual. The firm’s client focus is individuals and families, and its service mix centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services as reported on its filings. Compensation structures include percentage-of-assets fees alongside hourly and fixed-fee arrangements. The firm does not identify as an ESG-focused investor and reports a single-state operating footprint.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities10%
- US Government Bonds8%
- Cash & Cash Equivalents5%
- Other1%
Contacts
2 of 2
David Kirkey
PresidentCRD 4572759

Jeremy Royer
Financial PlannerCRD 8029851
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hilliard, OH
Franklin
Location
Hilliard, OH
Headquartered in Hilliard, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 5207 Norwich St
- Time zone
- ET (UTC-5)
- Office locations
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