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Oliver K
Series 63, Series 65, Series 66
Penn Valley, PA
Kell Capital, LLC
Oliver Kell is the principal advisor at Kell Capital, LLC in Penn Valley, PA, holding Series 63, 65, and 66 licenses with nine years of industry experience. His work history includes roles at ICS, Inc., Merrill, and Natixis Global Asset Management before founding his current independent advisory firm. Outside of advisory services, he authored an ebook and developed a course on trading strategies through his education company, Kell Holdings, LLC. Kell Capital, LLC provides discretionary portfolio management primarily to individuals and high-net-worth clients, managing a concentrated strategy that combines fundamental and technical analysis. The firm operates both advisory services and a pooled investment vehicle with performance-based fee arrangements, focusing on a small client base of qualified investors.
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