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Kelley, Craig P (Del Mar)


Kelley, Craig P is a large advisory firm based in Del Mar. It manages $93.12 million of regulatory assets for 406 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of California.

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Kelley, Craig P provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kelley, Craig P: assets under management

The assets under management (AUM) of Kelley, Craig P is $93.12 million. The firm's AUM has grown by 98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $78.8 million in discretionary accounts and $14.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $277.45 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $117.44 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kelley, Craig P for their services and products based on a percentage of assets under management, fixed fees, and commissions. 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.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Craig Patrick Kelley Trustee 1 Sep 1994 50% - 75% 1244386
Caren E Kelley Trustee 1 Sep 1994 50% - 75% 6764530

Based in Del Mar

The principal office where Kelley, Craig P performs its advisory services is located at 2175 El Amigo Road, Del Mar, CA 92014, 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 858-350-1010 or by fax 858-350-1044. The normal business hours are 6:30am-5pm on Monday - Friday. You can find more information about the New York firm at kelleyinvestments.com.


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