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MULLANEY KEATING & WRIGHT INC
CRD 110743File 801-47490
APPROVED
Retail clients
Filing as of May 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$337.0M
Below cohort median (national)
Discretionary AUM
$300.1M
Non-discretionary $36.9M
Clients
185
504 accounts
Employees
3
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Sep 21, 1994
- Principal office
- 386 MAIN STREET, SUITE 501, MIDDLETOWN, CT, 06457
- Phone
- 860-521-9900
- Website
- https://www.mkwinc.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $337.0M
- Discretionary AUM
- $300.1M
- Non-discretionary AUM
- $36.9M
- Discretionary accounts
- 493
- Non-discretionary accounts
- 11
- Total accounts
- 504
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $697K |
| Charitable organizations | Fewer than 5 | $38.1M |
| High net worth individuals | 70 | $227.2M |
| Pension and profit sharing plans | Fewer than 5 | $2.2M |
| Individuals (other than high net worth individuals) | 110 | $68.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

