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Kay Investments, Inc. (Corrales)


Kay Investments, Inc. is an adviser based in Corrales. It manages $49.78 million of regulatory assets for 265 client accounts. It has been registered with the SEC as an adviser since 2006.

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Kay Investments provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kay Investments: assets under management

The assets under management (AUM) of Kay Investments, Inc. is $49.78 million. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.1 million in discretionary accounts and $2.68 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $183.98 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $297.68 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Kay Investments, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Corrales

The principal office where Kay Investments, Inc. performs its advisory services is located at 11 E Alary Ln, Corrales, NM 87048, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-800-5939 or by fax 505-213-0800. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at kayinvestments.com.


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