$359.7M Total AUM
$349.5M Disc. AUM
15.1% 3Y CAGR
8 Employees
558 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- RadialAlpha +more
- Established Date
- 05-13-2010
- Office Locations
- 1
Office Locations
50 Washington Street Suite 3B Columbus IN
About Kessler Investment Group, LLC
Kessler Investment Group (Columbus, IN) is an independently owned RIA serving retail and institutional clients with asset management plus financial/investment planning, including retirement, insurance, and business succession needs. Portfolios emphasize asset allocation with ETF-centric implementation (and mutual funds/fixed income as needed). Clients get cloud-based 24/7 account access and regular market commentary.
Team overview
54 AVG AGE
$89.9M AVG AUM / ADVISOR
$644.6K AVG AUM / CLIENT
11.2 yrs AVG TENURE
8 Employees
4 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Radial Ember fusion
Client Personas
Delta fusion
Custodian
Momentum quantum Signal north Ridge Ridge
Investment Themes
Foundation ember Crest Beacon insight Horizon
Investment Vehicles
Zenith crest Insight atlas
Platform
North
Services
Fusion legacy Vital peak Pathway fusion Glacier insight Glacier catalyst Legacy Fusion Summit
Technology
Delta Momentum North Pathway matrix
Owner & Executives
CRAIG ADAM KESSLER
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2253386
- Ownership
- 75% or more
(875) 960-4225
matrix.atlas@zenithcapital.com
in linkedin.com/in/oak-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
J
JOHN CURTIS EISENBARTH
Vice President
- CRD
- #2057150
(543) 666-8448
value.glacier@beaconcapital.com
in linkedin.com/in/summit-ember
M
MATTHEW M RUST
Vice President
- CRD
- #6434007
(875) 937-9916
focus.north@zenithcapital.com
in linkedin.com/in/focus-timber
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $349,515,040 | $317,452 |
| Non-Discretionary | $10,168,637 | $274,828 |
| Total | $359,683,677 | $316,067 |
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Separately Managed Accounts
Total SMA Asset: $359,683,677
Equity - Exchange:
14.2% Cash:
21.1% Other:
20.9% Corporate - Investment Grade:
24.6% Municipal Bonds:
5.3% Public Funds:
13.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $751,073,472 | 14.2% |
| Cash | $1,116,031,708 | 21.1% |
| Other | $1,105,453,209 | 20.9% |
| Corporate - Investment Grade | $1,301,155,452 | 24.6% |
| Municipal Bonds | $280,330,240 | 5.3% |
| Public Funds | $735,205,722 | 13.9% |
| Total | $5,289,249,803 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST FRONTIER | HORIZON MERIDIAN | O2FCHT87C | FKV | 12.40% | $76,628,457 |
| QUANTUM INSIGHT | CATALYST PEAK | 2JR2RYDE3 | PODMY | 8.47% | $119,365,297 |
| OPTIMA FOUNDATION | SIGNAL TIMBER | J92NYW5FL | XCB | 11.13% | $89,729,633 |
| CATALYST PEAK | PRIME ZENITH | W92273IMP | TFHYE | 10.24% | $34,285,763 |
| UNISON HORIZON | DELTA FOUNDATION | BAOOSUTKA | TTJV | 3.80% | $101,216,554 |
| CAPITAL FRONTIER | PEAK MATRIX | 6I7IHZ05X | VKML | 11.29% | $49,926,921 |
| VITAL PEAK | DELTA VECTOR | 4WCQ47RAL | SAAT | 5.78% | $90,738,719 |
| FUSION BEACON | CREST VECTOR | GL1YT59ET | JSEZB | 5.26% | $44,313,549 |