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, owner-operated registered investment adviser that works primarily with individual and family clients. The firm is SEC-registered (2021) and charges fees as a percentage of assets under management. Its stated advisory services include portfolio management for individuals and small businesses and pension consulting services. Custody and transaction activity indicate a preference for managed accounts and pooled public funds rather than acting as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Jared Kline
Financial AdvisorCRD 7167305
Brian Kellett
PresidentCRD 4781061
David Bodnar
Senior Vice PresidentCRD 1994752
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 59Active vs passive
$252M in ETFs
65%
$164M
9%
$88.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $30.4M | 302,302 | 12.06% |
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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