Kessler Investment Group, LLC
Firm details
- Headquarters
- Columbus, Indiana
- CRD number
- 153696
- Registered since
- May 13, 2010
- Website
- www.kesslerig.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.28%
- Individuals30.92%
- Other Investment Advisers9.69%
- Insurance Companies3.23%
- Corporations / Businesses0.67%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kessler Investment Group, LLC is an independent registered investment adviser organized as an LLC and operating since 2010. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets under management with fixed-fee arrangements. Kessler does not position itself as a multi-state adviser, pension consultant, or capital allocator, and it does not identify as an active ESG investor.
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
- Exchange Traded Equities72%
- Cash & Cash Equivalents18%
- Other6%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
Contacts
3 of 3
Craig Kessler
Financial AdvisorCRD 2253386
Matthew Rust
Vice President of Retirement Plan ServicesCRD 6434007
John Eisenbarth
Vice PresidentCRD 2057150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$42.4M in ETFs
100%
$42.4M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $6.7M | 18,220 | 15.82% |
Location
Columbus, IN
Bartholomew
Location
Columbus, IN
Headquartered in Columbus, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Bartholomew
- Address
- 50 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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