Kestrel Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kestrel Wealth Management serves a primarily individual client base that includes both non‑HNW and high‑net‑worth households, along with trusts, estates, small businesses, and charities, and provides ongoing discretionary asset management and related financial planning services. The firm documents client goals and tailors investment programs to each client’s time horizon, objectives, and tolerance for risk.
Kestrel’s investment process combines fundamental analysis with cyclical analysis and portfolio monitoring, and the firm engages in active portfolio management techniques such as rebalancing and tax‑loss harvesting. Its stated investment program may utilize option strategies, margin, short sales, leverage, and other derivatives, and the brochure explicitly notes the added risks those strategies entail.
Distinctive features for a small, two‑advisor RIA include no stated account minimum and a practice of fee deduction by the account custodian (limited custody), no reliance on wrap programs or external sub‑advisors, and an explicit policy against receiving soft‑dollar benefits or third‑party referral compensation. The firm maintains a formal Code of Ethics, conducts quarterly personal‑trading reviews to mitigate conflicts, and includes a CFP® professional on its advisory team.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001+: 0.65%
Main office
201 S. Main Street, Suite 503
South Bend IN 46601
Advisors at this office
2
Most active in
Indiana · Michigan
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.
Advisors at this firm
Eric K
Series 63, Series 65
South Bend, IN
Kestrel Wealth Management, LLC
Eric Koselak is a financial advisor with Kestrel Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. He has been with Kestrel Wealth Management since 2010. Kestrel Wealth Management serves individual clients, trusts, estates, small businesses, and charities, providing discretionary asset management and financial planning. The firm combines fundamental and cyclical analysis in an active management approach, including strategies such as rebalancing, tax-loss harvesting, and the use of derivatives, while maintaining policies to mitigate conflicts of interest.
Ryan K
CFP®, Series 65
South Bend, IN
Kestrel Wealth Management, LLC
Ryan Koselak is a CFP® and holds a Series 65 license with two years of industry experience. He has worked at Kestrel Wealth Management since 2024 and previously held roles at Advyzon, Grand Wealth Management, and Brookstone Capital Management. Before his financial advisory career, he was employed for seven years at Juday Creek Golf Course. Kestrel Wealth Management serves individual clients—including non‑HNW and high‑net‑worth households—as well as trusts, estates, small businesses, and charities. The firm provides discretionary asset management and financial planning tailored to each client’s goals and risk tolerance, employing fundamental and cyclical analysis alongside active portfolio management techniques such as rebalancing and tax‑loss harvesting.
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