Kelley Investments
Kelley Investments is an SEC-registered wealth manager with $238.0M assets under management (AUM, regulatory AUM), +46% over one year. See who owns Kelley Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119099, SEC 801-67645, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $238.0M (2026-02-12)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 216
- CRD
- 119099
- Ownership
- KELLEY, CRAIG, PATRICK; OHARA, SEAN, PATRICK; KELLEY FAMILY TRUST 09/22/1994; Kelley, Caren, E
How much AUM does Kelley Investments have?
Kelley Investments reported $238.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Kelley Investments?
Disclosed owners and executives of Kelley Investments include KELLEY, CRAIG, PATRICK, OHARA, SEAN, PATRICK, KELLEY FAMILY TRUST 09/22/1994, Kelley, Caren, E. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.