Wealth manager, independent · Columbus, IN
Kessler Investment Group, LLC
SEC-registered investment adviser · CRD 153696 · SEC 801-71393
At a glance
Kessler Investment Group, LLC is an SEC-registered investment adviser based in Columbus, Indiana, with $360 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 558 individual clients. By Form ADV it is a wealth manager, ranked 3,834th of 8,915 wealth managers and 9,291st of 17,210 SEC-registered advisers by assets.
Main office 812-314-0083kesslerig.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $360M
- Rank among wealth managers
- #3,834 of 8,915
- Rank among all SEC RIAs
- #9,291 of 17,210
- Rank in Indiana
- #80 of 146
- Individual clients
- 558
- High-net-worth clients
- 71
- Accounts
- 1,138
- Discretionary
- 97% of AUM
- Employees
- 8
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- Craig A. KesslerManaging Member and Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 71 | $199M | 55% |
| Individuals | 487 | $111M | 31% |
| Other investment advisers | – | $35M | 10% |
| Insurance companies | – | $12M | 3% |
| Corporations or other businesses | – | $2M | <1% |
| Pension and profit sharing plans | – | $1M | <1% |
| Charitable organizations | – | $0M | <1% |
Disciplinary disclosures
Kessler Investment Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗kesslerig.com ↗
AtlasMembers
The full record on Kessler Investment Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 6,283 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Kessler Investment Group, LLC manage?
Kessler Investment Group, LLC reports $360 million in regulatory assets under management across 1,138 accounts, 97% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Kessler Investment Group, LLC?
Kessler Investment Group, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Kessler Investment Group, LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($199 million, 71 clients); individuals ($111 million, 487 clients); other investment advisers ($35 million).
Does Kessler Investment Group, LLC have any disciplinary history?
Kessler Investment Group, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Kessler Investment Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →