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KIMELMAN & BAIRD, LLC

NEW YORK, NY · CRD 2440 · IAPD ↗ · 212-686-0021

$1.48BRegulatory AUM
6Advisory reps
9Employees
0Clients
11-25Planning clients
0Private funds
9States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
May 2026 — KIMELMAN & BAIRD, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
December 2024 — KIMELMAN & BAIRD, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.