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KESSLER INVESTMENT GROUP, LLC
CRD 153696File 801-71393
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$359.7M
Below cohort median (national)
Discretionary AUM
$349.5M
Non-discretionary $10.2M
Clients
558
1,138 accounts
Employees
8
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 554 | 558 | increased by4 |
| Apr 1, 2026 | AUM | $300,442,706 | $359,683,677 | increased by$59,240,971 |
| Apr 1, 2026 | Accounts | 1,140 | 1,138 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 522 | 554 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $227,996,241 | $300,442,706 | increased by$72,446,465 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,128 | 1,140 | increased by12 |
| Apr 1, 2022 | Employees | 5 | 7 | increased by2 |
| Apr 1, 2022 | Clients | 415 | 522 | increased by107 |
| Apr 1, 2022 | AUM | $169,385,537 | $227,996,241 | increased by$58,610,704 |
| Apr 1, 2022 | Accounts | 938 | 1,128 | increased by190 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KESSLER INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KESSLER INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.