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Kirkey & Co. Financial Advisors
KIRKEY & CO. FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in HILLIARD, OH. The firm manages approximately $77 million in regulatory assets.
Kirkey & Co. Financial Advisors
KIRKEY & CO. FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in HILLIARD, OH. The firm manages approximately $77 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Principals
William Kirkey
President & Founder
Sector focus
Frequently asked questions
Who runs investment decisions at Kirkey & Co.?
William Kirkey, the firm's President and Founder, is the primary investment decision-maker. The firm does not publicly list a CIO or investment committee beyond its founder.
How does Kirkey & Co. source investment opportunities?
The firm primarily utilizes third-party managers and publicly traded securities for client portfolios. It does not disclose proprietary deal flow or direct co-investment capabilities.
Is Kirkey & Co. a single- or multi-family office?
Kirkey & Co. operates as a multi-family office, serving multiple high-net-worth families rather than a single principal. It is structured as an SEC-registered investment advisor.
Does Kirkey & Co. accept fund commitments or only direct deals?
Based on public filings, Kirkey & Co. invests through fund vehicles and separately managed accounts. It does not appear to serve as a limited partner in private funds beyond standard client allocations.
What asset classes does Kirkey & Co. typically use?
Reported asset classes include equities, fixed income, and cash equivalents. The firm does not publicly disclose alternative asset exposure such as private equity or hedge funds.
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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