Kevin M. Gibney and Company, LLC logo

Kevin M. Gibney and Company, LLC

Updated today

Total assets under management

$306,917,848

Total clients

108

49% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

54

Average account size

$2,841,832

About

The firm works with individual and high‑net‑worth clients as well as retirement plans, trusts, estates, charitable organizations and corporate entities, offering discretionary and non‑discretionary portfolio management along with financial planning and consulting. It also allocates client assets among mutual funds, ETFs and third‑party independent managers and can assist with implementation of insurance and annuity products.

Investment advice is tailored through client questionnaires and regular reviews, with accounts monitored at least quarterly and clients receiving periodic reports that may include account performance. The firm employs long‑ and short‑term equity strategies, option writing (including covered calls and, on occasion, limited uncovered index option trades) and allocates to Independent Managers; it also includes margin/borrowed amounts when valuing accounts for fee calculation and reporting.

Notable distinctions disclosed in the brochure include a principal with a legal background (listed as a non‑practicing attorney) and supervised persons who are licensed insurance producers and may receive commissions on insurance or annuity sales, arrangements the firm discloses as potential conflicts of interest. The firm’s explicit use of borrowed funds in account valuation and its routine account performance reporting, combined with the use of independent managers and option strategies, are less common features among peers in its supported‑firm category.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities Options & derivatives strategies Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning and consulting fixed fees from $2,500 to $250,000 depending on scope

Percentage

1.00% annually

Commissions

Up to 8% commission on sales of equity indexed annuities

Other

Minimum fee: Financial planning and consulting services fixed fee ranging from $2,500 to $250,000

Main office location

Kevin M. Gibney and Company, LLC

33 Wood Ave South, Suite 710

Iselin NJ 08830, United States

Number of offices

1

Most active in

California · Connecticut · Florida · Massachusetts · New Hampshire · New Jersey · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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