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, individual-owned registered investment adviser that has been SEC-registered since 2010. The firm focuses on serving individual and family clients, providing financial planning and discretionary portfolio management for individuals and small businesses. Its billing mixes ad valorem fees tied to assets under management with fixed-fee engagements. The firm reports it is not an active ESG investor and does not operate as a multi-state adviser or pension consultant.
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%
Owners & executives
1 of 1
Craig Kessler
President, Chief Investment OfficerCRD 2253386
Contacts
2 of 2
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 40Active vs passive
$73.2M in ETFs
100%
$73.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE) | State Street | Passive | Equity Energy | $8.6M | 140,170 | 11.77% |
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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