Asher Kiely

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2019 → 01/2020
  Axa Advisors, Llc
  New York, NY
• 08/2015 → 06/2019
  University Of Delaware
  Newark, DE
• 05/2013 → 08/2018
  Narragansett Town
  Narragansett, RI
• 05/2017 → 08/2017
  Bank Of New York Mellon
  Wilmington, DE
• 05/2018 → 06/2018
  Rent Sons
  Portsmouth, RI
• 06/2019 → 09/2019
  Unemployed
  Wakefield, RI
• 11/2019 → 02/2020
  Moon Group
  Philadelphia, PA
• 01/2020 → 02/2020
  Rotork
  Philadelphia, PA
• 02/2020 → 06/2020
  Unemployed
  Philadelphia, PA
• 06/2020 → 08/2020
  Town Of Narragansett
  Narragansett, RI
• 09/2020 → 12/2020
  Unemployed
  Wakefield, RI
• 12/2020 → 04/2021
  Mclaughlin & Maran
  Cranston, RI
• 04/2021 → 04/2022
  Fis Global
  Quincy, MA
• 04/2022 → 05/2024
  Boston Trust Walden Company
  Boston, MA
• 05/2024 → 11/2024
  Boston Financial Management Llc
  Boston, MA
• 11/2024 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2024-11-05 → 2025-05-01
  Boston Financial Management Llc
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-01

Other Names

• Asher John Kiely
• Asher J. Kiely