Kiel Investment Company

Overview

Kiel Investment Company is a small, independent registered investment adviser operating as a limited liability company that serves individual and family clients and small businesses. The firm’s advisory work centers on financial planning and discretionary portfolio management, charging a mix of percentage-of-AUM fees and hourly fees for planning work. Filing details show a clear tilt toward listed equities as the primary portfolio building block, with exchange-traded instruments representing the vast majority of assets. The firm does not present itself as an ESG-focused manager, is not multi-state, and is not positioned as a pension consultant or capital allocator. Investment activity is concentrated and practical: with very modest total assets, the firm appears to favor liquid, exchange-traded securities for core exposure while retaining the ability to add complementary vehicles—mutual funds and corporate debt—for fixed-income or diversified sleeve needs. Alternative exposure is limited to real estate through third-party managers, which the firm likely uses to add income and diversification that listed securities alone cannot provide.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices