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- Custodian
- Fidelity/NFS · LPL Financial · Merrill Lynch
- Clients
- Retail
- Platforms
- Vital wave
- Established Date
- 11-01-2002
- Office Locations
- 1
Office Locations
About Kelley Investments
Kelley Investments is a Del Mar, CA wealth management firm serving families, professionals, and business owners. The team builds tailored financial plans and insurance-aware strategies, investing with a disciplined, long-term, risk-controlled approach aimed at steady appreciation and avoiding large drawdowns. Portfolios use diversified asset allocation across mutual funds, ETFs, and fixed income, with primary custody at Fidelity/NFS.
Team overview
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Client Personas
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Investment Themes
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Platform
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Owner & Executives
CRAIG PATRICK KELLEY
Chief Compliance Officer, Chief Investment Officer, Owner, Wealth Manager
- CRD
- #1244386
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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SEAN PATRICK OHARA
--
- CRD
- #3147844
FRANK LAURENCE SCOTT
--
- CRD
- #4029346
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $216,480,191 | $606,387 |
| Non-Discretionary | $21,476,199 | $715,873 |
| Total | $237,956,390 | $614,874 |
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Separately Managed Accounts
Total SMA Asset: $237,956,390
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,023,261,528 | 16.3% |
| Equity - Exchange | $1,538,031,131 | 24.5% |
| Cash | $2,209,742,686 | 35.2% |
| Municipal Bonds | $1,506,642,740 | 24.0% |
| Total | $6,277,678,085 | 100.0% |