A complete list of active advisors currently associated with Kell Capital, LLC

Warmer can help you find a great advisor at Kell Capital, LLC or one who fits your needs even better.

Kell Capital, LLC is a registered investment adviser operated by a single advisor that provides discretionary portfolio management to individuals and high‑net‑worth clients. The firm manages a modest amount of client assets across a very small number of accounts and maintains a minimum account threshold for new clients. The firm runs a single model portfolio executed through a recommended custodian and offers a concentrated strategy of roughly five to fifteen positions for qualified clients, combining fundamental and technical analysis and at times employing margin, short sales, and short‑term trading. Kell Capital also operates a pooled investment vehicle as general partner and discloses that it offers performance‑based fee arrangements to qualified clients, including an illustrative calculation of how such fees are assessed. What distinguishes the firm from many solo independent advisers is the combination of pooled‑vehicle management and advisory services — including a financial incentive to recommend the firm’s own private fund — and the use of performance‑based compensation with related disclosures. The brochure describes policies intended to address these conflicts, such as trade allocation procedures, periodic account reviews, and a code of ethics, and the firm’s small client base and focus on qualified/high‑net‑worth accounts further differentiate its practice.

To learn more about the advisors currently working at Kell Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.