McKelvey & Associates, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McKelvey & Associates is a small, solo-run registered investment adviser that offers discretionary portfolio management, comprehensive financial planning, pension consulting under ERISA §3(21), and integrated tax and accounting services including tax preparation and bookkeeping. Although the firm describes a range of client types it serves (individuals, high net worth individuals, retirement plans, trusts, charitable organizations, and business entities), its August 1, 2026 disclosure reports no assets under management and no managed client accounts, reflecting an early-stage operation.
The firm tailors advice and asset allocation to individual goals, monitors accounts on a continuous basis, and rebalances as conditions or client circumstances change, using a mix of fundamental, technical, and cyclical analysis and both long- and short-term trading tactics. It also offers one-on-one planning consultations and educational seminars, and may allocate portions of client portfolios to sub-advisors, with any sub-advisor costs borne by the firm rather than billed directly to clients.
Distinctive features include the combination of a solo advisory practice with an in-house tax and accounting practice led by a CPA owner, allowing coordination of tax, bookkeeping, and investment planning services within the firm. The firm’s provision of educational seminars, explicit pension consulting services, and its current lack of AUM make its profile atypical compared with many supported firms in this category.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,000 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 1.00% $5,000,000 - $10,000,000: 1.00% $10,000,000+: 1.00%
Financial Planning monthly service fee ranging from $200 to $1,000; Pension Consulting annual fee 0.50% of assets under management
Account minimum: $250,000
Main office
4051 Bighorn Rd, Unit 11 I
Vail CO 81657
Advisors at this office
1
Most active in
Colorado
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.
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