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| Keyboard |
| Kellogg Asset Management LLC
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|---|---|
| CRD # | 150031 |
| SEC # | 801-70113 |
| CIK # | |
| AUM | 2.9 B (2026-03-26) |
| Employees | 9 (100% Investors, 11% Brokers) |
| Phone | 800-236-5215 |
| Address | 200 North Adams Street Green Bay, WI 54301 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 1.5 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.1 |
| (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 | 0.3 |
| (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 | 104 | 2.9 |
| By Discretionary | ||
| Discretionary | 103 | 2.9 |
| Non-Discretionary | 1 | 0.0 |
| Total | 104 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 104 | 2.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.4B |
| Serves | Institutional, Retail |
| LEI | 26-4037944 |
| Comparable Firms | State | AUM |
|---|---|---|
|
LM Advisors LLC
✚
|
CA | 2.9 B |
|
Rockwood Wealth Management LLC
✚
|
PA | 2.9 B |
|
Leeward Investments LLC
✚
|
MA | 2.9 B |
|
Capstone Financial Advisors Inc
✚
|
IL | 2.9 B |
|
Meeder Advisory Services Inc
✚
|
OH | 2.9 B |
|
Durbin Bennett Private Wealth Management LLC
✚
|
TX | 2.8 B |
|
Strategic Capital Allocation Group LLC
✚
|
MA | 2.8 B |
|
West Financial Services Inc
✚
|
VA | 2.8 B |
|
Brick Capital Management Inc
✚
|
MI | 2.8 B |
|
Fragasso Financial Advisors Inc
✚
|
PA | 2.8 B |