RIA Intel›Advisers›Washington›KELCE ADVISORS, LLC

KELCE ADVISORS, LLC

Advisory

WA

Data as of May 11, 2026 · Source: SEC Form ADV

Average account
$348K
across 63 accounts
AUM per adviser
$22M
1 adviser

Source: SEC Form ADV. Figures as filed May 11, 2026.

Total AUM
$22M
Discretionary %
100%
Clients
11
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients11
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

MELLOR & ASSOCIATES LLC
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RATTLESNAKE CREEK CAPITAL LLC
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$22M
ADVITICA FINANCIAL PLANNING LLC
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VALIANT FINANCIAL PLANNING, LLC
$22M
PACIFIC WEALTH ADVISORY, LLC
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$21M

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