Kirkey & Co Financial Advisors, Inc.

RIAState Registered
Total AUM
$76.6M
Discretionary
$76.6M
100% of AUM
Avg account
$1.2M
Accounts
63
Employees
2
Advisory reps
2

Firm details

Headquarters
Hilliard, Ohio
CRD number
121242
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 10%, US Government Bonds 8%, Cash & Cash Equivalents 5%, Other 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities10%
  • US Government Bonds8%
  • Cash & Cash Equivalents5%
  • Other1%

Contacts

2 of 2
  • David Kirkey

    David Kirkey

    PresidentCRD 4572759

  • Jeremy Royer

    Jeremy Royer

    Financial PlannerCRD 8029851

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth