Kellam Insurance And Financial Services LLC

Overview

Kellam Insurance And Financial Services LLC is a small, owner-operated advisory and insurance practice that combines portfolio management for individuals and small businesses with insurance brokerage. The firm charges clients on a percentage-of-AUM basis and acts as a capital allocator when it selects outside managers or third‑party funds. Its client base is individual and family accounts rather than institutional or pension work. The firm is not an active ESG investor and operates from a single-state footprint. Investment activity centers on exchange‑traded equities as the primary vehicle for client portfolios, with the adviser also arranging allocations to third‑party strategies when appropriate. Advisory services include direct discretionary portfolio management and the selection of other advisers or managers to execute specialty mandates. Given the firm’s insurance-broker background, clients likely receive coordinated planning that blends investment management with insurance solutions.

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Location & Offices