Kessler Investment Group, Llc
- Regulatory AUM
- $360M
- Discretionary
- $350M
- Clients
- 558
- Avg AUM / client
- $645K
- Accounts
- 1,138
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 487 | $111M | 30.9% |
| High net worth individuals | 71 | $199M | 55.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $630K | 0.18% |
| Charitable organizations | Fewer than 5 clients | $54.7K | 0.02% |
| Other investment advisers | Fewer than 5 clients | $34.9M | 9.69% |
| Insurance companies | Fewer than 5 clients | $11.6M | 3.23% |
| Corporations and other businesses | Fewer than 5 clients | $2.4M | 0.67% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Adam Kessler | Managing Member And Chief Compliance Officer | Apr 2010 (16y) | 75% or more | |
| John Curtis Eisenbarth | Registered representative | Jul 2010 (16y) | ||
| Matthew M Rust | Registered representative | Sep 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 996 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $196M (54% of AUM) Mar 2026
- Fidelity Brokerage Services $49.2M (22% of AUM) Dec 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗