CRD: 126021
Kelleher Financial Advisors, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- AtlasMeridian +more
- Established Date
- 06-09-2003
- Office Locations
- 2
Office Locations
About Kelleher Financial Advisors, LLC
Starboard is a family-focused advisory firm providing financial life planning, investment management, and family office services for significant-wealth, multi-generational families. The team also supports education and family governance, designs and implements philanthropic plans, and can serve as personal trustee or assist with trust stewardship. Operates as a single point of accountability, backed by nearly 50 years of family office experience.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ARTHUR LEROY GOETCHIUS
Chief Executive Officer, Manager
- CRD
- #1374251
- Ownership
- Less than 5%
Thayne E Gould
Chief Compliance Officer
- CRD
- #3139959
- Ownership
- Less than 5%
Wave value
Vital matrix
- CRD
- #49867
- Ownership
- 7.6%
Showing 2 of 7 owners & executives
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NEIL NICHOLAS CATALDI
Advisory Board Member, Chief Compliance Officer, PRINCIPAL
- CRD
- #3086771
DAVID GORDON RAUCH
Portfolio Manager
- CRD
- #2208226
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $631,814,847 | $870,268 |
| Non-Discretionary | $521,563,588 | $22,676,678 |
| Total | $1,153,378,435 | $1,539,891 |
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Separately Managed Accounts
Total SMA Asset: $1,153,378,435
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $959,526,902 | 27.0% |
| Equity - Exchange | $273,642,857 | 7.7% |
| U.S. Government/Agency | $490,424,861 | 13.8% |
| Cash | $355,380,334 | 10.0% |
| Corporate - Investment Grade | $938,204,082 | 26.4% |
| Municipal Bonds | $536,624,305 | 15.1% |
| Total | $3,553,803,341 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE VITAL | MERIDIAN DELTA | QFQTXKWJ5 | TNY | 10.21% | $23,465,469 |
| OPTIMA PEAK | LEGACY HARBOR | ULHCF40EE | BQS | 5.13% | $62,889,972 |
| DELTA CREST | INSIGHT GLACIER | 6GG9GSZDV | BCZQ | 8.36% | $28,923,072 |
| CAPITAL INSIGHT HARBOR | FOCUS PIONEER | Y279BOMQ5 | SNT | 2.82% | $116,013,217 |
| FOCUS PRIME LEGACY | DELTA HORIZON | XXSSD98O4 | FDQPG | 9.29% | $73,232,010 |
| NORTH PEAK | RIDGE BEACON | ZVY22P5IC | ERLSC | 9.06% | $47,816,488 |
| PRIME FOCUS | HORIZON NORTH | UVIMIPUHM | JKG | 7.70% | $21,524,215 |
| CATALYST ATLAS FOCUS | ATLAS BEACON | SY5DN26G9 | UVEUA | 6.99% | $105,511,936 |