KELLAM INSURANCE AND FINANCIAL SERVICES LLC

KELLAM INSURANCE AND FINANCIAL SERVICES LLC is an SEC-registered investment adviser (CRD 169922). Regulatory assets under management: $1.3M.

Registration

• CRD: 169922
• Type: Registered investment adviser
• Phone: (801) 859-1274
• Latest filing: 2026-01-06
• Regulatory AUM: $1.3M
• Discretionary AUM: $1.3M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169922 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search