Data / Investment advisers / Indiana / Kessler Investment Group, LLC
Kessler Investment Group, LLC, Columbus, IN: $360 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kessler Investment Group, LLC is an SEC registered investment adviser with its main office in Columbus, Indiana and reports $360 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include high net worth individuals, individuals and other investment advisers. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Kessler Investment Group, LLC (CRD number 153696): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 153696
- SEC file number
- 801-71393
- SEC status
- Approved, effective May 13, 2010
- Main office
- 50 Washington Street Suite 3b, Columbus, IN 47201
- Phone
- (812) 314-0083
- Website
- kesslerig.com
- Regulatory AUM
- $359,683,677 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $349,515,040
- Non discretionary AUM
- $10,168,637
- Accounts
- 1,138
- Employees
- 8, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 71 | $198.8 million |
| Individuals (other than high net worth individuals) | 487 | $111.2 million |
| Other investment advisers | Fewer than 5 | $34.9 million |
| Insurance companies | Fewer than 5 | $11.6 million |
| Corporations or other businesses | Fewer than 5 | $2.4 million |
| Pension and profit sharing plans | Fewer than 5 | $630,361 |
| Charitable organizations | Fewer than 5 | $54,697 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $359.7 million | March 27, 2026 |
| December 1, 2025 | $300.4 million | March 31, 2025 |
Other advisers in Indiana
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oxinas Partners Wealth Management | Jeffersonville | $391 million | Not listed | adviserinfo.sec.gov |
| Intrepid Financial Planning Group, LLC | Carmel | $390.4 million | Not listed | adviserinfo.sec.gov |
| Vista Investment Partners | Richmond | $383.1 million | Not listed | adviserinfo.sec.gov |
| Horizon Investment Services, LLC. | Hammond | $363.8 million | Not listed | adviserinfo.sec.gov |
| Maripau Wealth Management LLC | Fort Wayne | $363.8 million | Not listed | adviserinfo.sec.gov |
| Bookends Financial Planning | Indianapolis | $338.3 million | Not listed | adviserinfo.sec.gov |
| Charter Advisory Corporation | Indianapolis | $333.1 million | Not listed | adviserinfo.sec.gov |
| Curry Webb Wealth Management LLC | Indianapolis | $332.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Indiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Kessler Investment Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.