K
Kehoe Investment Services, Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,657,440
Total clients
10
70% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$965,744
About
Kehoe Investment Services is a small, state‑registered advisory firm that provides financial planning and discretionary investment management to individuals, high‑net‑worth clients and corporate pension and profit‑sharing plans. The firm has operated since 2007 and manages a compact book of client relationships with both flat‑fee planning engagements and ongoing asset‑management relationships.
The adviser follows an evidence‑based, disciplined asset allocation approach that emphasizes low‑cost passive funds, broad diversification (including international equities and REITs), systematic rebalancing and avoidance of stock‑picking and market‑timing. It offers flat planning fees (and hourly options) alongside percentage‑of‑AUM management, provides quarterly reports via portfolio software (Captools) and generally exercises discretionary trading authority through custodians such as TD Ameritrade.
Distinctive features include a co‑advisor relationship with a larger national RIA (Edelman Financial Services) under which advisory fees are shared, and an explicit long‑term tilt toward value and small‑cap securities (domestic and international) as well as higher‑profitability growth stocks. The brochure also discloses advance billing of planning fees (50%–100% depending on engagement complexity), acceptance of institutional pension/profit‑sharing clients despite a small overall asset base, and no material disciplinary history.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Wealth management
Passive / index investing
Real estate investing
Fee options
Flat fees for financial planning services range from $600 to $5,000 depending on complexity
Generally ranging from 0.5% to 2% annually, billed quarterly in advance
Hourly rates vary from $150 to $250 or more per hour
Most active in
Kehoe Investment Services, Inc has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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