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 |
|---|---|---|
Dallas, TX
| 4
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")