Kell Capital, LLC

Overview

Kell Capital, LLC is an owner-operated limited liability company that provides portfolio management for both individual and family clients and institutional/pooled vehicles. The firm’s regulatory filings classify it outside standard advisor buckets and list its primary business activity as "other financial product salesperson," indicating a mix of advisory and product-distribution activity alongside portfolio management. Kell Capital charges both a percentage-of-assets fee and performance-based fees, and its advisory scope includes discretionary management for individuals/small businesses and for pooled investment vehicles. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives