RIA Intel›Advisers›Maine›KIRKWOOD PRIVATE, LLC

KIRKWOOD PRIVATE, LLC

Advisory

ME

Data as of Mar 5, 2026 · Source: SEC Form ADV

Average account
$1M
across 44 accounts
AUM per adviser
$53M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM
$53M
Discretionary %
0%
Clients
13
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$53M
Discretionary AUM$0
Non-Discretionary AUM$53M
Discretionary %0%
Total Clients13
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMA, ME
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in ME

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

AURORA FINANCIAL GROUP, LLC
PORTLAND, ME
$53M
-26.4% 1Y
STEWARDSHIP FINANCIAL PLANNING, LLC
$56M
CAPITAL WEALTH PLANNING SERVICES LLC
BRUNSWICK, ME
$50M
TONGE INVESTMENT SERVICES , INC
$48M
-6.7% 1Y
JENNIFER L. ARPS, INC.
KENNEBUNK, ME
$60M
WIND RIVER CAPITAL MANAGEMENT, INC
ELLSWORTH, ME
$46M
-3.4% 1Y

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