Kessler Investment Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kessler Investment Group provides discretionary portfolio management and financial planning to a mix of retail and institutional clients, including individuals (both non‑HNW and high‑net‑worth), ERISA retirement plans, trusts, charitable organizations, other investment management firms, and insurance company clients. As of December 31, 2024 the firm reported $300,442,706 in assets under management (and $4,330,985 in assets under advisement) across roughly 554 client relationships.
The firm’s investment process is an Active vs. Passive (AVP) approach that shifts between Modern Portfolio Theory‑style passive allocations and sector‑focused active management, using fundamental, technical, charting and cyclical analysis to time allocations. KIG offers multiple strategy portfolios — including Capital Growth, Rising Dividend, Balanced and several ETF strategies (with stated benchmark objectives such as the S&P 500 and Russell 2000 Growth) and positions these strategies for long‑term investors.
A distinctive aspect of the firm is its role as a sub‑adviser and program participant for third‑party firms: the brochure describes sub‑advisory arrangements (including participation in a GCM/GWP program that pays KIG a portion of program fees) and regular work with other advisers and insurance company clients. KIG also describes its strategy objectives relative to market benchmarks and makes performance information available in its client materials and on its website, activities that the firm’s disclosure notes and sub‑advisory relationships show are less common among similarly sized team firms.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-based financial planning fees charged on a fixed fee basis as determined at engagement.
$0 - $200,000: 1.75% $200,001 - $500,000: 1.50% $500,001+: 1.00%
Project-based financial planning fees quoted at engagement, based on a quasi-hourly rate related to complexity and time involved; hourly rates for special projects negotiated.
Account minimum: No minimum account size required; however, there is a minimum annual advisory fee of $175.00. Minimum fee: Minimum annual advisory fee of $175.00
Main office
50 Washington Street, Suite 3 B
Columbus IN 47201
Advisors at this office
3
Most active in
Florida · Illinois · Indiana · Kentucky · Ohio · Texas
Also doing business as
Kessler Investment Advisory Group · Kessler Investment Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Lawyer
They provide legal services, typically billed separately.
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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.
Quick links
Advisors at this firm
John E
Series 63
Columbus, IN
Kessler Investment Group, LLC
John Eisenbarth is a financial advisor at Gladstone Wealth Partners with 27 years of industry experience. He holds a Series 63 designation and has worked at Gladstone Wealth Partners since 2021, as well as at Kessler Investment Group since 2010. Gladstone Wealth Partners is an enterprise firm with 107 advisors, serving clients through institutional advisory services and asset management.
Craig K
Series 63, Series 66
Columbus, IN
Kessler Investment Group, LLC
Craig Kessler is a financial advisor with Kessler Investment Group, LLC in Columbus, Indiana, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has worked at Gladstone Wealth Partners since 2020 while maintaining his role at Kessler Investment Group since 2009. Outside of advisory services, Kessler is president and sole owner of Kessler Property Group, LLC, which manages real estate holdings including the firm’s office. Kessler Investment Group provides discretionary portfolio management and financial planning to a diverse client base including individuals, ERISA plans, trusts, charitable organizations, and insurance companies. The firm employs an Active vs. Passive approach, blending passive allocations with sector-focused active management, and serves as a sub-adviser and program participant for third-party firms.
Matthew R
Series 65
Columbus, IN
Kessler Investment Group, LLC
Matthew Rust is a financial advisor at Kessler Investment Group, LLC in Columbus, IN, holding a Series 65 designation with seven years of industry experience. He worked at Kessler Investment Group from 2014 to 2020 and rejoined the firm in 2024. Between these periods, he was employed at Century 21/Breeden Realtors from 2020 to 2024. Kessler Investment Group provides discretionary portfolio management and financial planning to a diverse client base, including individuals, ERISA retirement plans, trusts, and charitable organizations. The firm employs an Active vs. Passive investment approach that combines passive allocations with sector-focused active management and serves both retail and institutional clients.
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