A complete list of active advisors currently associated with Kimelman & Baird, LLC

Warmer can help you find a great advisor at Kimelman & Baird, LLC or one who fits your needs even better.

Kimelman & Baird provides discretionary portfolio management and related financial planning for individuals, families, trusts, charitable organizations and institutional clients, including advice for certain retirement plans subject to ERISA. The firm delivers these services primarily through separately managed accounts held with qualified custodians and also offers a digitally delivered financial guidance tool (FinLife) as part of its advisory relationships. The firm typically exercises full discretionary authority to implement client investment policies, using fundamental and technical analysis and a mix of long- and short-term strategies tailored to client objectives, tax status and risk tolerance. Clients may be billed under an asset-based fee program that covers trading or an asset-and-transaction fee program that combines advisory fees with per-share transaction charges; under the latter the firm may act as the executing broker. Kimelman & Baird is dually registered as a broker-dealer and, by virtue of common ownership, executes certain client trades and retains transaction-based compensation on those accounts — a relationship and conflict acknowledged in its brochure. The firm manages roughly $1.48 billion in discretionary assets with a small advisory team, and its ADV discloses multiple past regulatory actions (NASD matters resolved in 2000, 2005, 2006 and 2010), features that are uncommon among comparable team firms.

To learn more about the advisors currently working at Kimelman & Baird, LLC, 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.