# Kirkey & Co. Financial Advisors

Kirkey & Co. Financial Advisors is a Multi Family Office based in Miami, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Assets under management:** Undisclosed
- **Website:** kirkeyandco.com

## Regulatory record

- **CRD number:** 121242
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-26T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121242

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning
- Private Wealth
- Investment Advisory

## People

- William Kirkey — President & Founder

## 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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Last updated: 2026-07-06T01:24:19.778Z

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