Kirkwood Private, LLC

Overview

Kirkwood Private, LLC is a small, independent Registered Investment Adviser that serves individual and family clients with a mix of financial planning and portfolio management. The firm operates primarily on a non-discretionary basis — its ADV reports the full $53.2M in reported assets as non-discretionary — and offers fixed-fee and hourly pricing, which signals a planning-first engagement model with selective investment implementation. As an accounting-affiliated advisory practice, Kirkwood Private blends tax and accounting insight into its advice and portfolio construction. Investment activity centers on publicly traded securities as the core exposure, supplemented by allocations to external alternative managers. The firm functions as a capital allocator: it manages direct exposures while also selecting third-party advisers and fund managers when clients need access to strategies outside the scope of in-house execution. The advisory mandate targets individuals and small businesses, and services emphasize customized planning and manager selection rather than running a large number of discretionary pooled products.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices