KELLEY LANE CAPITAL, LLC
Firm details
- Headquarters
- DALLAS, Texas
- CRD number
- 316410
- Website
- akardpartners.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kelley Lane Capital, LLC operates as a limited liability company focused on providing financial planning services and portfolio management for individuals and small businesses. The firm emphasizes a personalized approach to investment management, catering to the unique needs of its clients. While it is not classified as a capital allocator and does not engage in active ESG investing, Kelley Lane Capital has established itself in the financial advisory space with a clear focus on client service.
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
- Exchange Traded Equities100%
Owners & executives
1 of 1Kevin Parish
Chief Executive OfficerCRD 7462362
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DALLAS, TX
DALLAS
Location
DALLAS, TX
Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- DALLAS
- Address
- 6060 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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