# Kehoe Investment Services, Inc

> Kehoe Investment Services, Inc is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 11, 2026.

- CRD: 148997
- Filed as: KEHOE INVESTMENT SERVICES, INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: February 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/148997
- AdvisorCensus page: https://advisorcensus.com/firm/kehoe-investment-services-inc-148997

## Quick answers

**How is Kehoe Investment Services, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Kehoe Investment Services, Inc reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Kehoe Investment Services, Inc registered with the SEC or a state?**
Kehoe Investment Services, Inc is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 148997.

**How much does Kehoe Investment Services, Inc manage?**
Kehoe Investment Services, Inc reports $9,657,440 in regulatory assets under management in its Form ADV filing dated February 11, 2026 (100% discretionary).

**What types of clients does Kehoe Investment Services, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); individuals (other than high net worth individuals) (3).

**Does Kehoe Investment Services, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/148997

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $9,657,440
- Discretionary: $9,657,440
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $874,600 |
| High net worth individuals | 7 | $8,782,840 |
| Banking or thrift institutions | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kehoe Investment Services, Inc (CRD 148997): Form ADV filing data as of October 2026.