RIA IntelAdvisersOhioKIRKEY & CO. FINANCIAL ADVISORS, INC.

KIRKEY & CO. FINANCIAL ADVISORS, INC.

Advisory

HILLIARD, OH

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in OH
#658
of 748 advisers by AUM
Average account
$1M
across 63 accounts
AUM per adviser
$38M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$77M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$77M
Discretionary AUM$77M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients63
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
CLEVELAND, OH
$77M
-19.1% 1Y
COYNE CAPITAL MANAGEMENT, LLC
WESTLAKE, OH
$77M
MDH INVESTMENT MANAGEMENT, INC.
EAST LIVERPOOL, OH
$76M
-19.1% 1Y
PRISM WEALTH MANAGEMENT LLC
WOOSTER, OH
$76M
THE CARROLL FINANCIAL GROUP, INC.
CINCINNATI, OH
$77M
-3.3% 1Y
OAKWOOD FINANCIAL ADVISORS INC
MEDINA, OH
$78M
-3.3% 1Y

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