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GEORGE MCKELVEY CO., LLC

MANASQUAN, NJ · CRD 2733 · IAPD ↗ · georgemckelvey.com · 732-449-5323

$1.05BRegulatory AUM
9Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
November 2024 — GEORGE MCKELVEY CO., LLC (MANASQUAN, NJ) left the SEC roster (was $1.05B RAUM, 9 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
49
April 2024 — GEORGE MCKELVEY CO., LLC notice-filed in DC, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — GEORGE MCKELVEY CO., LLC crossed $1B in regulatory AUM ($951.6M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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