K
$686.0K Total AUM
$686.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
4 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-31-2022
- Office Locations
- 1
Office Locations
6060 N. Central Expressway Suite 500 Dallas TX
About Kelley Lane Capital, LLC
Kelley Lane Capital, LLC is a Dallas-based RIA. The firm has been operating for 4 years. Managing $686.0K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$686.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
Kevin Earl Parish
Owner
- CRD
- #7462362
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $686,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $686,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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