KELLEY INVESTMENTS
SEC RegisteredIt's About Your Journey
About the firm
Kelley Investments is a Wealth Management firm that provides personal attention and prudent advice to families, professionals, and business owners. Their priority is to take care of clients and their families at whatever stage of life they're at, helping them achieve their dreams and goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, personalized financial planning, and investment management with a focus on consistent appreciation and long-term vision
Who they serve
Families, professionals, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 167 | $76M |
| High Net Worth Individuals | 49 | $162M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KELLEY INVESTMENTS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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