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

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

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.

To learn more about the advisors currently working at Kelley Lane 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.

Name	Location	Years of experience
Kevin Parish	Dallas, TX	4

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