Del Mar, CA Office
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Kelley Investments
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Firm-wide stats for Kelley Investments
About
Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, high‑net‑worth clients, families, trusts and retirement plans. The firm manages roughly $238 million across about 216 client relationships and delivers ongoing portfolio management alongside standalone planning engagements.
Investment management is delivered through proprietary “Kelley Portfolio Strategies,” using equities, fixed income, ETFs, mutual funds and cash equivalents to pursue long‑term, risk‑adjusted total return; the brochure describes a growth‑at‑a‑reasonable‑price (GARP) style, focused/concentrated portfolios, and a buy‑and‑hold orientation with moderate turnover. Client objectives and risk tolerances are gathered via in‑person or telephone interviews, accounts are reviewed regularly (monthly with annual formal reviews), and the firm may allocate heavily to a single asset class when deemed appropriate.
The brochure highlights several operational features that are less common among peers: the firm requires custody and execution through Fidelity Brokerage Services/National Financial Services and does not permit directed brokerage, concentrating custody and trade execution relationships. It also discloses that some firm representatives have roles with a certified public accountancy firm and that the firm provides insurance reviews and risk‑management services as part of its wealth management offerings, with related conflicts of interest disclosed.
Based on Kelley Investments
Expertise
Based on Kelley Investments
Location
Del Mar CA
Advisors at this office
3
Advisors at this office
Jason B
Series 65
Del Mar, CA
Kelley Investments
Jason Brustkern is a Series 65 licensed advisor with Kelley Investments in Del Mar, CA, where he has worked since 2026. He has over 25 years of experience, including a long-standing role with Scott & Cronin, LLP since 2001. Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, high-net-worth clients, families, trusts, and retirement plans. The firm manages approximately $238 million across roughly 216 client relationships, employing proprietary portfolio strategies focused on growth at a reasonable price with a buy-and-hold approach and moderate turnover.
Frank S
Series 65, Series 66
Del Mar, CA
Kelley Investments
Frank Scott is a financial advisor at Kelley Investments with 25 years of industry experience. He holds the Series 65 and Series 66 designations and has been with Kelley Investments since 2006. Scott is also the owner of Scott & Cronin LLP, a CPA firm, and serves as an officer of the Baker Foundation, a charity organization. Kelley Investments provides discretionary and non-discretionary wealth management, financial planning, and pension consulting primarily to individuals, high-net-worth clients, families, trusts, and retirement plans. The firm employs proprietary portfolio strategies with a growth-at-a-reasonable-price investment style and focuses on concentrated, buy-and-hold portfolios.
Craig K
Series 63, Series 65
Del Mar, CA
Kelley Investments
Craig Kelley is a financial advisor at Kelley Investments with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kelley Investments since 1998, alongside a 15-year tenure at Ceros Financial Services. In addition to his advisory role, he is involved in insurance sales on a limited basis. Kelley Investments offers discretionary and non-discretionary wealth management, financial planning, and pension consulting to individuals, families, trusts, and retirement plans. The firm manages approximately $238 million across 216 client relationships using proprietary portfolio strategies focused on growth at a reasonable price through diversified equity and fixed income investments.
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