K
Kirkwood Private, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$53,180,391
Total clients
13
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$4,090,799
About
Kirkwood Private is an independent, single-advisor registered investment adviser that provides comprehensive wealth management to a limited roster of high‑net‑worth individuals, their families, related trusts, and private charitable foundations. Services include investment oversight, tax and estate planning, trust management, and coordination with third‑party custodians and asset managers.
The firm generally operates on a non‑discretionary basis: it develops financial plans, recommends third‑party broker‑dealers and asset managers to implement those plans, and conducts regular reviews (typically quarterly or annually) to monitor consistency with clients’ objectives. It emphasizes asset‑class diversification and may assist select clients with private placement investments and related administrative matters, including capital calls.
Distinctive features include that the firm’s sole adviser is a Certified Public Accountant who integrates tax and accounting work into the wealth management relationship and reviews tax returns prepared by unaffiliated CPAs. The firm uses a fixed annual fee model rather than standard percentage‑of‑AUM charges, manages roughly $53 million across a very small client base, includes private foundations among its clients, and reports no discretionary assets under management.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Charitable giving & philanthropy
Fee options
Hourly rates generally range from approximately $400 to $825 per hour for extraordinary services
Account minimum: $10 million (generally, waivable at firm's discretion) Minimum fee: Fixed annual fee generally ranges from approximately $65,000 to $181,000 per Client, negotiated individually Fee-only: Fixed annual fees for advisory services; hourly fees also charged occasionally
Main office location
Kirkwood Private, LLC
Scarborough ME, United States
Number of offices
1
Most active in
Kirkwood Private, LLC has reported serving >5 clients in these states in the last 12 months.
Maine · Massachusetts
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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