Kevin Clariday Investment Advisor

Overview

Kevin Clariday Investment Advisor is a small, single-advisor wealth practice that focuses on portfolio management for individuals and small businesses. The firm operates as a sole proprietorship under the direction of Kevin Clariday and charges clients a percentage-of-AUM advisory fee. Investment activity shows a clear preference for publicly traded equities, with the firm allocating the largest share of client capital to exchange-traded instruments. The practice is non-discretionary across the board, so trading and allocation decisions are made with explicit client approval rather than delegated authority. The client base is concentrated and high-net-worth—families and individuals with multi-million-dollar relationships—so the investment approach appears tailored and hands-on rather than institutional or product-driven. The adviser does not identify as an active ESG investor and does not report broader pension consulting or related-adviser structures. Manager allocation to third-party alternative fund managers is limited or not evident.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices