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MULLANEY KEATING & WRIGHT INC
CRD 110743File 801-47490
APPROVED
Retail clients
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$391.0M
Below cohort median (national)
Discretionary AUM
$319.5M
Non-discretionary $71.4M
Clients
198
460 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
- $391.0M
- Discretionary AUM
- $319.5M
- Non-discretionary AUM
- $71.4M
- Discretionary accounts
- 448
- Non-discretionary accounts
- 12
- Total accounts
- 460
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $539K |
| Charitable organizations | Fewer than 5 | $44.5M |
| High net worth individuals | 75 | $262.9M |
| Pension and profit sharing plans | Fewer than 5 | $2.4M |
| Individuals (other than high net worth individuals) | 116 | $80.5M |
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 | Change |
|---|---|---|---|---|
| Dec 1, 2025 vs May 1, 2025 | Clients | 194 | 185 | decreased by9 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $326,335,637 | $336,991,438 | increased by$10,655,801 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 485 | 504 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 180 | 194 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $263,496,203 | $326,335,637 | increased by$62,839,434 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 472 | 485 | increased by13 |
| Oct 1, 2022 | AUM | $324,938,557 | $263,496,203 | decreased by$61,442,354 |
| Oct 1, 2022 | Accounts | 471 | 472 | increased by1 |
| Oct 1, 2021 | Employees | 3 | 4 | increased by1 |
| Oct 1, 2021 | AUM | $266,225,120 | $324,938,557 | increased by$58,713,437 |
| Oct 1, 2021 | Accounts | 482 | 471 | decreased by11 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MULLANEY KEATING” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MULLANEY KEATING” may also match similarly-named firms). Confirm identity against each filing.
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.