# McKelvey & Associates, Inc.

> McKelvey & Associates, Inc. is a state-registered investment advisory firm in Vail, CO, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated August 23, 2026.

- CRD: 331991
- Filed as: MCKELVEY & ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Vail, CO
- Filing period: October 2026
- Form ADV filing dated: August 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331991
- AdvisorCensus page: https://advisorcensus.com/firm/mckelvey-and-associates-inc-vail-co-331991

## Quick answers

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

**Where is McKelvey & Associates, Inc. located?**
McKelvey & Associates, Inc.'s principal office is in Vail, CO, according to its Form ADV.

**Is McKelvey & Associates, Inc. registered with the SEC or a state?**
McKelvey & Associates, Inc. is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331991.

**Does McKelvey & Associates, 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/331991

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mckelveyinc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McKelvey & Associates, Inc. (CRD 331991): Form ADV filing data as of October 2026.