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Kettering Financial, Ltd. (Roanoke)


Kettering Financial, Ltd. is a large advisory firm based in Roanoke. It manages $29.28 million of regulatory assets for 36 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Virginia.

Kettering Financial provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kettering Financial: assets under management

The assets under management (AUM) of Kettering Financial, Ltd. is $29.28 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $813.24 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kettering Financial, Ltd. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Roanoke

The principal office where Kettering Financial, Ltd. performs its advisory services is located at 2103 A Electric Road, Roanoke, VA 24018, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 540-772-8200 or by fax 540-772-9502. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday.


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