Asher Kiely
Investment adviser representative at Captrust
11 yearsExperience
1 stateRegistered in
$1.2TFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- CaptrustDec 2024 to now
- Capfinancial Partners, LLC. (captrust)Nov 2024 to now
- Boston Financial Management LLCMay 2024 to Nov 2024
- Boston Trust Walden CompanyApr 2022 to May 2024
- Fis GlobalApr 2021 to Apr 2022
- Mclaughlin & MaranDec 2020 to Apr 2021
- UnemployedSep 2020 to Dec 2020
- Town of NarragansettJun 2020 to Aug 2020
- UnemployedFeb 2020 to Jun 2020
- RotorkJan 2020 to Feb 2020
- Moon GroupNov 2019 to Feb 2020
- AXA Advisors, LLCOct 2019 to Jan 2020
- UnemployedJun 2019 to Sep 2019
- Rent SonsMay 2018 to Jun 2018
- Bank of New York MellonMay 2017 to Aug 2017
- University of DelawareAug 2015 to Jun 2019
- Narragansett TownMay 2013 to Aug 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MA).
Captrust
Legal name: Capfinancial Partners, LLC
$1.2TAssets managed
41,750Clients
951Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7177328
- Firm CRD
- 175112