A complete list of active advisors currently associated with Kiely Capital Management, Inc.

Warmer can help you find a great advisor at Kiely Capital Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kiely Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.