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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kelley Investments LLC
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| CRD # | 119099 |
| SEC # | 801-67645 |
| CIK # | |
| AUM | $195.6 M (2025-04-15) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 858-350-1010 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 125 | 55.2 |
| (b) Individuals (high net worth individuals) | 25 | 140.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 342 | 195.6 |
| By Discretionary | ||
| Discretionary | 313 | 175.9 |
| Non-Discretionary | 29 | 19.7 |
| Total | 342 | 195.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.6 | |
| Total | 342 | 195.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bischoff Wealth Management Group LLC
✚
|
IN | 0.2 |
|
Schlindwein Associates LLC
✚
|
TX | 0.2 |
|
Prato Capital Management Inc
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NY | 0.2 |
|
Cooper Financial Services Inc
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|
CT | 0.2 |
|
Kingsman Wealth Management Inc
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|
FL | 0.2 |
|
Draper Asset Management LLC
✚
|
NY | 0.2 |
|
Forbes Financial Planning Inc
✚
|
RI | 0.2 |
|
Barker Wealth Management LLC
✚
|
WA | 0.2 |
|
Griffith & Werner Inc
✚
|
GA | 0.2 |
|
AGP Franklin LLC
✚
|
TN | 0.2 |