# Mullaney Keating & Wright Inc

> Mullaney Keating & Wright Inc is an SEC-registered investment advisory firm in Middletown, CT, registered since 1994, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.

- CRD: 110743
- Filed as: MULLANEY KEATING & WRIGHT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Middletown, CT
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110743
- AdvisorCensus page: https://advisorcensus.com/firm/mullaney-keating-and-wright-inc-middletown-ct-110743

## Quick answers

**How is Mullaney Keating & Wright Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Mullaney Keating & Wright Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Mullaney Keating & Wright Inc located?**
Mullaney Keating & Wright Inc's principal office is in Middletown, CT, according to its Form ADV.

**Is Mullaney Keating & Wright Inc registered with the SEC or a state?**
Mullaney Keating & Wright Inc is an SEC-registered investment advisory firm, registered since 1994. Status as filed: Approved. CRD 110743.

**How much does Mullaney Keating & Wright Inc manage?**
Mullaney Keating & Wright Inc reports $390,984,469 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (82% discretionary).

**How have Mullaney Keating & Wright Inc's assets and staff changed since 2021?**
In the Form ADV data for Mullaney Keating & Wright Inc: Regulatory assets under management: $324,938,557 in the October 2021 data and $390,984,469 in the October 2026 data, up 20%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Mullaney Keating & Wright Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (75); charitable organizations (4).

**Which custodians does Mullaney Keating & Wright Inc use?**
Mullaney Keating & Wright Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Mullaney Keating & Wright Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110743

**What changed in Mullaney Keating & Wright Inc's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $336,991,438 to $390,984,469 (+16%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $390,984,469
- Discretionary: $319,543,496
- Non-discretionary: $71,440,973

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 116 | $80,546,625 |
| High net worth individuals | 75 | $262,923,438 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $2,431,980 |
| Charitable organizations | 4 | $44,543,510 |
| 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 | 2 | $538,916 |
| 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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, MD, NE, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $324,938,557 | 4 | September 21, 2021 |
| October 2022 | $263,496,203 | 4 | September 29, 2022 |
| October 2023 | $298,435,395 | 4 | September 18, 2023 |
| October 2024 | $326,335,637 | 3 | September 25, 2024 |
| October 2025 | $326,335,637 | 3 | September 25, 2024 |
| October 2026 | $390,984,469 | 3 | September 24, 2026 |

Regulatory assets under management: $324,938,557 in the October 2021 data and $390,984,469 in the October 2026 data, up 20%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $336,991,438 to $390,984,469 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mullaney Keating & Wright Inc (CRD 110743): Form ADV filing data as of October 2026.