Kelley Lane Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kelley Lane Capital provides discretionary investment management along with financial planning and consulting to individuals, trusts, small businesses, charitable organizations, and retirement plans. The firm reports approximately $686,000 in assets under management and identifies a substantial portion of its client base as legal professionals, law firms, and also personal-injury claimants and wrongful-death beneficiaries.
Investment strategies are built around personalized, tax-sensitive portfolios managed within specified return objectives and risk targets, with an emphasis on diversification, a long-term outlook, forward-looking research, and dynamic allocation. Services are delivered primarily under an AUM model, but the firm also offers standalone planning on a flat- or hourly-fee basis and may waive minimums for clients who agree to a savings plan, enabling work with non‑high‑net‑worth individuals.
What distinguishes the firm from many peers is its close connection to the legal community and a principal with a legal background, an uncommon affiliation for investment managers, combined with a practice that explicitly serves niche clients such as injured plaintiffs. Its small scale (single-advisor operation with modest AUM), willingness to accept non‑HNW individual clients, and use of hourly and flat-fee planning arrangements further set it apart from firms that primarily manage pooled or institutional assets.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Standalone financial plans starting at $2,650 for individuals, $3,950 for couples/families
$0 - $125,000: Flat quarterly fee of $345 $125,000 - $250,000: 1.11% annually $250,000 - $1,000,000: 0.95% annually (95 basis points) $1,000,000 - $4,000,000: 0.59% annually (59 basis points) $4,000,000 - $7,000,000: 0.39% annually (39 basis points) $7,000,000 - $10,000,000: 0.19% annually (19 basis points) $10,000,000+: 0.09% annually (9 basis points)
$225 per hour for financial planning services
Account minimum: $125,000 Minimum fee: Flat quarterly fee of $345 for clients with AUM below $125,000 and minimum waived Fee-only: Fee-only advisory firm; no commissions accepted from third parties
Main office
6060 N. Central Expressway, Suite 500
Dallas TX 75206
Advisors at this office
1
Most active in
Texas
Also doing business as
Akard Street Capital · Akard Street Capital, LLC · Kelley Lane Capital, LLC · Law Office Of Kevin Parish
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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