KESSLER INVESTMENT GROUP, LLC

CRD 153696File 801-71393

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$359.7M

Below cohort median (national)

Discretionary AUM

$349.5M

Non-discretionary $10.2M

Clients

558

1,138 accounts

Employees

Below cohort median in IN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 13, 2010
Principal office: 50 WASHINGTON STREET, SUITE 3B, COLUMBUS, IN, 47201
Phone: 812-314-0083
Website: HTTP://WWW.KESSLERIG.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $359.7M
Discretionary AUM: $349.5M
Non-discretionary AUM: $10.2M
Discretionary accounts: 1,101
Non-discretionary accounts: 37
Total accounts: 1,138
AUM per client: $645K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.4M
Insurance companies	Fewer than 5	$11.6M
Charitable organizations	Fewer than 5	$55K
Other investment advisers	Fewer than 5	$34.9M
High net worth individuals	71	$198.8M
Pension and profit sharing plans	Fewer than 5	$630K
Individuals (other than high net worth individuals)	487	$111.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.