Kelley Investments, LLC
● SEC registered since 2007CRD 119099SEC# 801-67645
Reg. AUM
$238M
Employees
3
Accounts
387
Location
—
Kelley Investments, LLC assets under management
Kelley Investments, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2007. It reports $238 million in regulatory assets under management and employs 3 people.
Kelley Investments, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Patrick Kelley Control | Cio/Chief Compliance Officer | Under 5% | 1996 |
| Kelley Family Trust 09/22/1994 Control | Member | Over 75% | 2017 |
| Caren E Kelley Control | Trustee | 50-75% | 1994 |
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Join to unlock · $37/moFrequently asked questions
How much does Kelley Investments, LLC manage?
Kelley Investments, LLC reports $238 million in regulatory assets under management on its Form ADV.
How many employees does Kelley Investments, LLC have?
Kelley Investments, LLC reports 3 employees.
Does Kelley Investments, LLC disclose fund performance?
Kelley Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 858-350-1010 |
| Fax | 858-350-1044 |
| Office hours | 6:30a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$238M▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$238Mregulatory AUM
Discretionary $216.5MNon-discretionary $21.5M