Kiely Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kiely Capital Management provides financial planning, discretionary investment management, and shorter two‑hour consultation sessions to individuals, trusts, and pension plans, serving both high‑net‑worth and non‑HNW clients. The firm manages a relatively small client base (37 clients) with about $58.1 million in discretionary assets under management.
The firm constructs diversified portfolios primarily using no‑load mutual funds and ETFs, selecting managers with at least three years’ experience and favoring below‑average expense ratios; accounts are monitored monthly and rebalanced as necessary while the firm generally eschews market timing. It delivers ongoing services that combine financial planning, investment management, cash flow and retirement projections, and income‑tax planning, while also offering standalone written plans and hourly consultations.
A distinguishing feature is the firm’s affiliation with an accounting practice: a principal is a licensed CPA who provides tax preparation services (allocating roughly 8% of professional time to accounting), and tax planning is explicitly integrated into the advisory offering. The firm also serves as trustee for certain client trusts and follows annual surprise verification procedures for custody, an operational control that can set it apart from many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$250 per hour for office consultations (minimum 2 hours)
Account minimum: $500,000 Minimum fee: $5,000 per year ($1,250 per quarter) minimum fee for investment management services Fee-only: Financial planning minimum fee of $2,500 (based on $250/hour)
Main office
51 Dumont Place
Morristown NJ 07960-4125
Advisors at this office
2
Most active in
New Jersey · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Yvonne K
Morristown, NJ
Kiely Capital Management, Inc.
Yvonne Kiely is a financial advisor at Kiely Capital Management, Inc. with 22 years of industry experience. She has been with Kiely Capital Management since 1995 and is also associated with Bernard M. Kiely, CPA. Kiely Capital Management serves individual clients, including high-net-worth individuals and trusts, providing financial planning, discretionary portfolio management, and asset allocation guidance. The firm manages diversified portfolios primarily composed of no-load mutual funds, ETFs, and fixed-income securities, and integrates tax-preparation and income-tax planning services through its affiliation with an active CPA practice.
Bernard K
CFP®, Series 63
Morristown, NJ
Kiely Capital Management, Inc.
Bernard Kiely is a CFP® with 22 years of experience in financial advising and over 40 years as a CPA. He has been with Kiely Capital Management, Inc. since 1993 and maintains an active CPA practice. The firm advises individual clients, including high-net-worth individuals and trusts, offering comprehensive financial planning and discretionary portfolio management. Kiely Capital Management emphasizes diversified portfolios primarily composed of no-load mutual funds, ETFs, and fixed-income securities, integrating tax planning through its affiliation with an active accounting practice.
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