# Kirkey & Co. Financial Advisors, Inc.

> Kirkey & Co. Financial Advisors, Inc. is a state-registered investment advisory firm in Hilliard, OH, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 121242
- Filed as: KIRKEY & CO. FINANCIAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hilliard, OH
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121242
- AdvisorCensus page: https://advisorcensus.com/firm/kirkey-and-co-financial-advisors-inc-hilliard-oh-121242

## Quick answers

**How is Kirkey & Co. Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Kirkey & Co. Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kirkey & Co. Financial Advisors, Inc. located?**
Kirkey & Co. Financial Advisors, Inc.'s principal office is in Hilliard, OH, according to its Form ADV.

**Is Kirkey & Co. Financial Advisors, Inc. registered with the SEC or a state?**
Kirkey & Co. Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 121242.

**How much does Kirkey & Co. Financial Advisors, Inc. manage?**
Kirkey & Co. Financial Advisors, Inc. reports $76,618,136 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does Kirkey & Co. Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (23).

**Does Kirkey & Co. Financial Advisors, 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/121242

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $76,618,136
- Discretionary: $76,618,136
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $16,543,208 |
| High net worth individuals | 23 | $60,074,928 |

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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kirkeyandco.com/wealth-management.php

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kirkey & Co. Financial Advisors, Inc. (CRD 121242): Form ADV filing data as of October 2026.