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Kellogg Asset Management, LLC

● SEC registered since 2009CRD 150031SEC# 801-70113Green Bay, WI
Export (members)
Reg. AUM
$2.86B
Employees
9
Accounts
104
Location
Green Bay, WI

Kellogg Asset Management, LLC assets under management

Kellogg Asset Management, LLC is a registered investment adviser overseen by the SEC based in Green Bay, WI. The firm has been registered since 2009. It reports $2.9 billion in regulatory assets under management and employs 9 people.

Kellogg Asset Management, LLC owners & executives

9 reported
NameTitleOwnershipSince
Anthony Philip Pecora ControlChief Compliance Officer & Elected ManagerUnder 5%2017
Associated Trust Company ControlSole MemberOver 75%2016
Beth Ann Cravillion ControlElected ManagerUnder 5%2025
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Frequently asked questions

How much does Kellogg Asset Management, LLC manage?

Kellogg Asset Management, LLC reports $2.9 billion in regulatory assets under management on its Form ADV.

How many employees does Kellogg Asset Management, LLC have?

Kellogg Asset Management, LLC reports 9 employees.

Where is Kellogg Asset Management, LLC located?

Kellogg Asset Management, LLC is based in Green Bay, WI and has been SEC-registered since 2009.

Does Kellogg Asset Management, LLC disclose fund performance?

Kellogg Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address200 North Adams Street, Green Bay, WI 54301
Phone800-236-5215
Office hours8 a.m. - 5 p.m. Cst
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.86B▲ 8%
Mar '25 — $2.65BApr '25 — $2.65BMay '25 — $2.65BJun '25 — $2.65BJul '25 — $2.65BAug '25 — $2.65BSep '25 — $2.65BOct '25 — $2.65BNov '25 — $2.65BDec '25 — $2.65BJan '26 — $2.65BFeb '26 — $2.65BMar '26 — $2.86BApr '26 — $2.86BMay '26 — $2.86BJun '26 — $2.86B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers

Assets under management

$2.86Bregulatory AUM
Discretionary $2.85BNon-discretionary $8M