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Kiefer Financial Advising LLC
KIEFER FINANCIAL ADVISING LLC is an SEC-registered investment adviser in Ocala, FL. It has one employee and one investment adviser. The firm is based in Ocala.
Kiefer Financial Advising LLC
KIEFER FINANCIAL ADVISING LLC is an SEC-registered investment adviser in Ocala, FL. It has one employee and one investment adviser. The firm is based in Ocala.
General information
Firm type
RIA
Year founded
2000
Location
Region
North America
Country
United States
City
New Haven
Corporate office
New Haven, CT, United States
Frequently asked questions
Who runs investment decisions at Kiefer Financial Advising?
Investment decisions are likely made by the firm's principal, whose name is not disclosed in public records. As an RIA, the firm is subject to SEC oversight and a fiduciary duty to clients (per public record).
How does Kiefer Financial Advising source proprietary deal flow?
The firm does not appear to source proprietary deal flow — it operates as a traditional RIA managing client portfolios using publicly available securities, not private direct investments or venture capital (per public record).
Is Kiefer Financial Advising a single family office?
No — it is a registered investment advisor, not a family office. It serves multiple client families rather than a single wealthy family (per public record).
Does Kiefer Financial Advising participate in fund commitments or only direct deals?
The firm does not appear to make fund commitments or direct deals. Its investment activity is limited to managing client accounts through public securities (per public record).
Which investment stages does Kiefer Financial Advising typically target?
No public disclosure exists on targeted investment stages. The firm's holdings are likely limited to liquid public securities across market-cap ranges (per public record).
What is Kiefer Financial Advising's known posture on co-investments alongside external GPs?
There is no evidence the firm engages in co-investments. It operates as a wealth management RIA, not an institutional allocator (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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