Kessler Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, IN. Its latest Form ADV filing, dated March 27, 2026, reports $360M in regulatory assets under management, 8 employees, 1 office, and 1,138 accounts.
Assets Under Management
$360M
Employees
8
Offices
1 office
Total Clients
558
Primary office
COLUMBUS, IN
50 WASHINGTON STREET, SUITE 3B, COLUMBUS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.3% of total clients.
Top client categories% of clientsClients
1
Individuals
87.3%
487
2
HNWI
12.7%
71
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$360Mas of March 27, 2026
Discretionary97.2%
$350M
97% of total RAUM97.2%
Non-discretionary2.8%
$10M
3% of total RAUM2.8%
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.
Total AUM$360M
Total Accounts1,138
10Y AUM Change+$224M (+165.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee70:1
10Y Employee Change+2 (+33.3%)
* 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.