Kelley Investments is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 12, 2026, reports $238M in regulatory assets under management, 3 employees, and 387 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.3% of total clients.
Top client categories% of clientsClients
1
Individuals
77.3%
167
2
HNWI
22.7%
49
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$238Mas of February 12, 2026
Discretionary91.0%
$216M
91% of total RAUM91.0%
Non-discretionary9.0%
$21M
9% of total RAUM9.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$238M
Total Accounts387
10Y AUM Change+$145M (+155.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee72:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.