KELMAR CAPITAL MANAGEMENT, LLC

Overview

Kelmar Capital Management, LLC is a small, owner-operated registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm structures fees as a mix of percentage-of-assets, hourly charges and fixed fees, reflecting a blend of ongoing investment management and project-based financial planning. Kelmar’s filings show a clear tilt toward equity exposure; roughly half of client assets are held in exchange-traded equities, and the firm runs separately managed account (SMA) strategies for its clients. With just a handful of relationships, Kelmar appears to deliver tailored, account-level management typical of advisors serving high-net-worth households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices