Kellett Wealth Advisors, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 287571
- Registered since
- February 26, 2021
- Website
- www.kellettschaffner.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals50.56%
- HNWI41.67%
- Pension & Profit Sharing Plans7.77%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kellett Wealth Advisors, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm is individually owned and focuses on serving individual and family clients, charging fees based on a percentage of assets under management. Its advisory practice centers on portfolio management for individuals and small businesses and provides pension consulting-related services. Kellett does not self-identify as an active ESG investor and is not flagged as a multi-state adviser or a capital allocator. The firm lists an insurance company affiliation among its industry ties.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities21%
- US Government Bonds5%
- Cash & Cash Equivalents4%
Contacts
3 of 4
Brian Kellett
PresidentCRD 4781061
Andrew Finlay
Financial AdvisorCRD 7698703
David Bodnar
Senior Vice PresidentCRD 1994752
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$169M in ETFs
70%
$118M
23%
$50.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $38.5M | 51,514 | 22.77% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 8944 Blue Ash Rd
- Time zone
- ET (UTC-5)
- Office locations
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