GEORGE MCKELVEY CO., LLC
Adviser information for GEORGE MCKELVEY CO., LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 15 |
|---|---|
| Investment Advisory/Research | 9 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 9 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,580 | $1.0B |
| Non-Discretionary | 26 | $33.2M |
| Total | 1,606 | $1.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 449 | $146.2M |
| HNW Individuals | 217 | $770.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 12 | $81.0M |
| Charitable organizations | 13 | $18.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $31.7M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMMISCELLANEOUS ADMINISTRATIVE FEES |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 951.6M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| GEORGE MCKELVEY CO., LLC | GEORGE MCKELVEY CO., LLC |
Identifiers
| SEC RIA File Number | 801-15425 |
|---|---|
| SEC ERA File Number | 801-15425 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 2733 |
| Legal Entity Identifier | None |
Principal Office
2410 STATE HIGHWAY 34MANASQUAN
NJ
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 732-449-5323, Fax: 732-974-9107
Websites
Chief Compliance Officer
ROBERT A. GIUNCO
VICE PRESIDENT
2410 STATE HIGHWAY 34
MANASQUAN
NJ
United States
Tel:
7324495323
Fax:
732-974-9107
R*******@*******************M
(Full email address available in API data)
Regulatory Contact
ANDREW T. FOERST
OPERATIONS MANAGER
2410 STATE HIGHWAY 34
MANASQUAN
NJ
United States
Tel:
732-449-5323
Fax:
732-974-9107
A******@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MCKELVEY, ROBERT, GOULD | Individual | – | PRESIDENT | 02/1976 | 25-50% |
| LOONEY, RICHARD | Individual | – | VICE-PRESIDENT / TREASURER | 11/1999 | 25-50% |
| GIUNCO, ROBERT, AUGUSTUS | Individual | – | VICE-PRESIDENT / SECRETARY / CHIEF COMPLIANCE OFFICER | 11/1999 | 25-50% |