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| Kessler Investment Group LLC
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|---|---|
| CRD # | 153696 |
| SEC # | 801-71393 |
| CIK # | 0001525947 |
| AUM | 359.7 M (2026-03-27) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 812-314-0083 |
| Address | 50 Washington Street Columbus, IN 47201 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CrowdStrike Holdings Inc | 20.0 | ||
| Generac Holdings Inc | 14.6 | ||
| Salesforce Com Inc | 12.8 | ||
| KLA Tencor Corp | 12.6 | ||
| GS Acquisition Holdings Corp | 11.4 | ||
| Arista Networks Inc | 11.2 | ||
| GE Vernova Inc | 9.1 | ||
| Amazon Com Inc | 8.8 | ||
| BHP Billiton Ltd | 8.3 | ||
| Apple Inc | 7.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 487 | 111.2 |
| (b) Individuals (high net worth individuals) | 71 | 198.8 |
| (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 | 0.6 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 34.9 |
| (k) Insurance companies | 0 | 11.6 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,138 | 359.7 |
| By Discretionary | ||
| Discretionary | 1,101 | 349.5 |
| Non-Discretionary | 37 | 10.2 |
| Total | 1,138 | 359.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 359.7 | |
| Total | 1,138 | 359.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001525947] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Briggs Wealth Management Inc
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Sierra Investment Management LLC
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Cascade Investment Advisors Inc
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Novak & Powell Financial Services Inc
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Washington Park Capital Management LLC
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|
Lifeway Financial Corporation
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TX | 358.7 M |
|
Bluestem Financial Advisors LLC
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IL | 358.2 M |
|
Pillar Financial Advisors LLC
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KY | 357.9 M |
|
Applied Capital LLC
✚
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AR | 357.5 M |