# Kell Capital, LLC

> Kell Capital, LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 23, 2026.

- CRD: 334669
- Filed as: KELL CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334669
- AdvisorCensus page: https://advisorcensus.com/firm/kell-capital-llc-334669

## Quick answers

**How is Kell Capital, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kell Capital, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Is Kell Capital, LLC registered with the SEC or a state?**
Kell Capital, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334669.

**How much does Kell Capital, LLC manage?**
Kell Capital, LLC reports $7,500,000 in regulatory assets under management in its Form ADV filing dated January 23, 2026 (100% discretionary).

**What types of clients does Kell Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Kell Capital, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334669

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $7,500,000
- Discretionary: $7,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 4 | $3,500,000 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $4,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kell Capital, LLC (CRD 334669): Form ADV filing data as of October 2026.