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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between April 3, 2025 and April 14, 2026, reported AUM increased 12.5%, from $1.0B to $1.2B.
Across 5 reported observations, AUM increased 107.9% between December 5, 2022 and April 14, 2026, from $554.7M to $1.2B.
Of the latest reported AUM, 54.8% is discretionary and 45.2% is non-discretionary.
The firm reports 6 advisory representatives and 284 clients, or 47.3 clients per representative. That equates to $4.1M in reported AUM per client.
The profile lists 2 reported office locations and 23 years in operation. The source data was last updated on April 14, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Kelleher Financial Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
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
SMA allocation detail is available
Kelleher Financial Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Kelleher Financial Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.