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| Lawrence W Kelly & Associates Inc
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| CRD # | 106635 |
| SEC # | 801-24322 |
| CIK # | 0000920441 |
| AUM | 540.1 M (2026-03-26) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 626-449-9500 |
| Address | 199 South Los Robles Avenue Pasadena, CA 91101-2461 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000920441 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Alphabet Inc | 32.4 | |
| Apple Inc | 28.0 | |
| Advanced Micro Devices Inc | 24.8 | |
| Costco Wholesale Corp /NEW | 24.2 | |
| Intercontinentalexchange Group Inc | 13.9 | |
| Capital One Financial Corp | 13.0 | |
| Visa Inc | 12.6 | |
| Generac Holdings Inc | 12.1 | |
| Johnson & Johnson | 11.7 | |
| Amazon Com Inc | 10.9 | |
| ServiceNow Inc | 10.5 | |
| Palo Alto Networks Inc | 10.4 | |
| Alphabet Inc | 10.3 | |
| UnitedHealth Group Inc | 9.9 | |
| Roper Industries Inc | 9.6 | |
| Applied Materials Inc /DE | 9.4 | |
| Broadridge Financial Solutions Inc | 9.4 | |
| PepsiCo Inc | 9.1 | |
| Credo Technology Group Holding Ltd | 8.4 | |
| Kinsale Capital Group Inc | 7.7 | |
| Oaktree Acquisition Corp | 6.9 | |
| Repligen Corp | 6.4 | |
| Woodward Governor Co | 5.9 | |
| Aflac Inc | 5.0 | |
| Home Depot Inc | 4.2 | |
| Chevron Corp | 4.0 | |
| Cisco Systems Inc | 2.9 | |
| Procter & Gamble Co | 2.9 | |
| J P Morgan Chase & Co | 2.4 | |
| Microsoft Corp | 2.4 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 9.8 |
| (b) Individuals (high net worth individuals) | 61 | 525.6 |
| (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 | 5 | 4.7 |
| (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 | 83 | 540.1 |
| By Discretionary | ||
| Discretionary | 83 | 540.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 83 | 540.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 540.1 | |
| Total | 83 | 540.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000920441] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.6B |
| Serves | Retail |
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