Kirkey & Co. Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kirkey & Co. Financial Advisors, Inc. is a two‑advisor registered investment adviser that provides discretionary asset management and financial planning to individuals — including high‑net‑worth clients — as well as trusts, estates, retirement plan participants, and business entities. As of December 31, 2025 the firm reported managing approximately $76.6 million across about 63 client relationships.
The firm tailors investment programs to each client’s objectives and risk tolerance, using a mix of fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory; most client accounts are managed on a discretionary basis and reviewed at least quarterly. KCFA implements strategies using mutual funds, ETFs and, when appropriate for a client’s profile, alternative or private investments, and it draws on research from sources such as Morningstar and Schwab.
A distinguishing feature is the firm’s affiliation with an accounting practice: the principal owner also operates Kirkey & Co., Inc., CPAs, and clients above certain asset levels may receive tax preparation services from the affiliated CPA firm. The combination of CFP and CPA expertise within a small, two‑advisor team and the explicit coordination of tax and investment advice is less common among similarly sized advisory practices.
Client services
Expertise
Fee options
Fixed fees up to $16,000 for financial planning, negotiable
Under $25,000 - $25,000: 1.1% with a $250 minimum fee $25,001 - $100,000: 1.0% $100,001 - $250,000: 0.95% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.70%
$200 per hour for financial planning and consulting
Account minimum: $250,000 Minimum fee: $250 minimum fee for accounts under $25,000; $10,000 minimum fee for financial planning (negotiable) Fee-only: Asset management fees based on tiered schedule; financial planning charged hourly ($200/hour) or fixed fees (minimum $10,000, up to $16,000; both negotiable)
Main office
5207 Norwich St
Hilliard OH 43026-1443
Advisors at this office
2
Most active in
Ohio
Also doing business as
Kirkey & Co. Financial Advisors, Inc. · Kirkey & Co., Inc. Cpas
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
Advisors at this firm
David K
CFP®
Hilliard, OH
Kirkey & Co. Financial Advisors, Inc.
David Kirkey is a CFP® professional with 25 years of experience in financial advising. He has been with Kirkey & Co. Financial Advisors, Inc. since 1996 and also serves as president and sole owner of Kirkey & Co., Inc. CPAs, an accounting firm offering tax preparation and small business accounting services. He works full-time managing both firms concurrently. Kirkey & Co. Financial Advisors provides discretionary asset management and comprehensive financial planning to individuals, trusts, estates, retirement plan participants, and business entities. The firm integrates investment management with tax and accounting services through its affiliation with the CPA practice, employing a blend of analytical approaches grounded in modern portfolio theory.
Jeremy R
CFP®
Hilliard, OH
Kirkey & Co. Financial Advisors, Inc.
Jeremy Royer is a CFP® professional with four years of experience at Kirkey & Co. Financial Advisors, Inc. He previously worked at Matthews International and United States Steel Corporation. Kirkey & Co. Financial Advisors, Inc. is a two-advisor registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, tailoring investment programs using a combination of fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory.
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