McKelvey & Associates, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 5 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
McKelvey & Associates, Inc. provides discretionary portfolio management for pooled and institutional clients, including pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm also operates as a full-service tax and accounting practice offering tax preparation, tax consulting, and bookkeeping alongside its advisory services.
Its investment process combines fundamental, technical, and cyclical analysis and may employ long- and short-term strategies, covered option writing, and allocations to a broad set of instruments (including mutual funds, ETFs, private equity, private credit, and return-enhanced notes). The firm may use sub‑advisors or third‑party model portfolios for portions of assets and monitors and rebalances client portfolios on a continuous basis with at least annual formal reviews.
Noteworthy features relative to many peers are the explicit integration of tax and accounting services (including a CPA on staff) with investment management and the firm’s stated focus on pension/profit‑sharing clients, reflecting pension consulting capabilities. The firm discloses negotiable fee arrangements and the option to invoice or otherwise customize billing, has access to institutional custodian support and educational conferences, and was formed in 2024 with no assets under management reported as of December 31, 2023.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Private / alternative investments
Options & derivatives strategies
Concentrated stock management
Fee options
$0+: Up to 1.50% annually for portfolio management services $0+: Up to 0.15% annually for non-managed assets included in reviews and reports
Hourly charges are reported by the firm in SEC Form ADV Part 1, but specific hourly rates are not stated in the brochure.
Account minimum: $1,000,000 Fee-only: Annual fee up to 1.50% of assets under management, negotiable, payable quarterly in advance.
Main office location
McKelvey & Associates, Inc.
4051 Bighorn Rd, Unit 11 I
Vail CO 81657, United States
Number of offices
1
Most active in
McKelvey & Associates, Inc. has reported serving >5 clients in these states in the last 12 months.
Colorado
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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