Kelleher Financial Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 14, 2026, reports $1.2B in regulatory assets under management, 13 employees, 1 office, and 749 accounts.
Assets Under Management
$1.2B
Employees
13
Offices
1 office
Total Clients
284
Primary office
NEW YORK, NY
100 WALL STREET, SUITE 1501, NEW YORK, NY, United States
Top client segmentHNWI represent 60.2% of total clients.
Top client categories% of clientsClients
1
HNWI
60.2%
171
2
Individuals
38.0%
108
3
Corporations
1.4%
4
4
Pension Plans
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of April 14, 2026
Discretionary54.8%
$632M
55% of total RAUM54.8%
Non-discretionary45.2%
$522M
45% of total RAUM45.2%
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$1.2B
Total Accounts749
10Y AUM Change+$858M (+290.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee22:1
10Y Employee Change+2 (+18.2%)
* 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.