Kiely Capital Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$58,108,595
Clients
37
32% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
HighAverage account size
$1,570,503
About
Kiely Capital Management provides financial planning, discretionary investment management, and shorter two‑hour consultation sessions to individuals, trusts, and pension plans, serving both high‑net‑worth and non‑HNW clients. The firm manages a relatively small client base (37 clients) with about $58.1 million in discretionary assets under management.
The firm constructs diversified portfolios primarily using no‑load mutual funds and ETFs, selecting managers with at least three years’ experience and favoring below‑average expense ratios; accounts are monitored monthly and rebalanced as necessary while the firm generally eschews market timing. It delivers ongoing services that combine financial planning, investment management, cash flow and retirement projections, and income‑tax planning, while also offering standalone written plans and hourly consultations.
A distinguishing feature is the firm’s affiliation with an accounting practice: a principal is a licensed CPA who provides tax preparation services (allocating roughly 8% of professional time to accounting), and tax planning is explicitly integrated into the advisory offering. The firm also serves as trustee for certain client trusts and follows annual surprise verification procedures for custody, an operational control that can set it apart from many peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
General tax planning
Debt management
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$250 per hour for office consultations (minimum 2 hours)
Account minimum: $500,000 Minimum fee: $5,000 per year ($1,250 per quarter) minimum fee for investment management services Fee-only: Financial planning minimum fee of $2,500 (based on $250/hour)
Main office location
Kiely Capital Management, Inc.
51 Dumont Place
Morristown NJ 07960-4125, United States
Number of offices
1
Most active in
Kiely Capital Management, Inc. has reported serving >5 clients in these states in the last 12 months.
New Jersey · Texas
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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