KESTREL WEALTH MANAGEMENT, LLC
SEC RegisteredFee-Only Financial Advisors for the Financially Established
About the firm
Kestrel Wealth is an independent, Registered Investment Advisor based in Northern Indiana delivering comprehensive, fiduciary wealth management to clients nationwide. Founded in 2010 by Eric Koselak, the firm is committed to delivering personalized service and meaningful value through a disciplined investment process. As a fee-only wealth manager, compensation is based solely on assets under management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management including investment analysis, portfolio management, and collaboration with attorneys and CPAs on matters related to retirement, tax, and estate planning. Portfolios are often built using individual stocks and bonds selected through rigorous fundamental research.
Who they serve
High-net-worth individuals, endowments, and charitable organizations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 56 | $12M |
| High Net Worth Individuals | 29 | $131M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $3,000,000 | 0.80% |
| Over $5,000,000 | 0.65% |
Data as of January 6, 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. KESTREL WEALTH MANAGEMENT, LLC 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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