Kimery Wealth Management, LLC

RIASEC RegisteredEst. 2017
Total AUM
$555M
Discretionary
$555M
100% of AUM
Avg account
$319K
Accounts
1,738
Employees
10
Advisory reps
7

Firm details

Headquarters
Memphis, Tennessee
CRD number
288229
Registered since
June 16, 2017
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI79.64%
  • Individuals20.36%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kimery Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm focuses on individual and family clients and combines financial planning with portfolio management for individuals and small businesses. Its service mix includes pension-consulting work and the selection of outside advisers, and the firm describes itself as a capital allocator. Fee arrangements include both a percentage-of-AUM component and fixed-fee engagements. Kimery identifies an accountant among its business activities and does not position itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Private Funds 18%, Cash & Cash Equivalents 3%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%76%
  • Public Funds/Mutual Funds76%
  • Private Funds18%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

2 of 2
  • Kevin Kimery

    Kevin Kimery

    President, CEOCRD 1385946

  • Daniel Lonergan

    Chief Compliance OfficerCRD 1272339

Contacts

3 of 5
  • Jonathan Mcalister

    Jonathan Mcalister

    Financial PlannerCRD 5775445

  • Matthew Heffington

    Matthew Heffington

    Senior Investment Advisor, PartnerCRD 5365434

  • Taylor Nobriga

    Investment Advisor RepresentativeCRD 6323364

Unlock 2 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Memphis, TN

Shelby

Location

Memphis, TN

Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.

Metro area
Memphis-Forrest City, TN-MS-AR
Region
South
County
Shelby
Address
6410 Poplar Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth