K
Kell Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,500,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
4
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$875,000
About
Kell Capital, LLC is a registered investment adviser operated by a single advisor that provides discretionary portfolio management to individuals and high‑net‑worth clients. The firm manages a modest amount of client assets across a very small number of accounts and maintains a minimum account threshold for new clients.
The firm runs a single model portfolio executed through a recommended custodian and offers a concentrated strategy of roughly five to fifteen positions for qualified clients, combining fundamental and technical analysis and at times employing margin, short sales, and short‑term trading. Kell Capital also operates a pooled investment vehicle as general partner and discloses that it offers performance‑based fee arrangements to qualified clients, including an illustrative calculation of how such fees are assessed.
What distinguishes the firm from many solo independent advisers is the combination of pooled‑vehicle management and advisory services — including a financial incentive to recommend the firm’s own private fund — and the use of performance‑based compensation with related disclosures. The brochure describes policies intended to address these conflicts, such as trade allocation procedures, periodic account reviews, and a code of ethics, and the firm’s small client base and focus on qualified/high‑net‑worth accounts further differentiate its practice.
Client services
Portfolio management
Expertise
Concentrated stock management
Occupation focus
Retired
Fee options
$0+: 2.50% annually (negotiable, single flat rate for non-qualified clients) $0 - $1,000,000: 2.00% annually $1,000,001 - $3,000,000: 1.50% annually $3,000,001 - $10,000,000: 1.00% annually $10,000,001+: 0.70% annually
20% of net returns calculated annually with a high water mark, charged only to qualified clients
Account minimum: $250,000
Main office location
Kell Capital, LLC
Penn Valley PA, United States
Number of offices
1
Most active in
Kell Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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