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Kirkey & Co. Financial Advisors
KIRKEY & CO. FINANCIAL ADVISORS, INC. is a state-registered investment adviser in HILLIARD, OH. The firm manages approximately $77 million in regulatory...
Overview
KIRKEY & CO. FINANCIAL ADVISORS, INC. is a state-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.
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.
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