KELLEY INVESTMENTS

KELLEY INVESTMENTS is an SEC-registered investment adviser (CRD 119099). Regulatory assets under management: $238.0M.

Registration

• CRD: 119099
• SEC file number: 801-67645
• Type: Registered investment adviser
• Phone: 858-350-1010
• Latest filing: 2026-09-09
• Regulatory AUM: $238.0M
• Discretionary AUM: $216.5M
• Non-discretionary AUM: $21.5M
• Clients: 3
• Accounts: 387

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119099 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search