Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$436K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
KALEEL INVESTMENT ADVISORS, LLC
Economics
Client mix
| Individuals High Net Worth | 55 |
| Individuals Other | 23 |
| Corporations | 1 |
Operations
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Custodian & Brokerage
Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Filings
Latest ADV filing
03/06/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
KALEEL, MUHAMMED, MOSA
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Website Staleness Score
0.422
Wayback Last Material Change
2025-10-18T22:19:23.000Z
Wayback Snapshots Last 12mo
6
Wayback First Snapshot
2008-06-19T22:39:16.000Z
Wayback Last Snapshot
2025-10-18T22:19:23.000Z
Rdap Domain
KALEELCOMPANY.COM
Rdap Domain Creation Date
1999-02-16T05:00:00Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.6444
Soi Zip Pct 200k Plus
0.4351
Soi Zip Returns 200k Plus
1,040
Soi Zip Total AGI
1,871,421
Fdic Zip Total Deposits
1,373,324,844,000
Fdic Zip Top Banks
Bank of America, National Association
State Street Bank and Trust Company
Compliance & brand
Firm Registration Status
active
All other collected signals (28)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
State Street Bank and Trust CompanyBoston, MA
USTrustBoston, MA
Fdic Zip Top Bank Share Pct
54.03
Rdap Domain Expiration Date
2027-02-16T05:00:00Z
Rdap Domain Last Changed
2022-09-30T23:57:33Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Total Business Income
32,590
Soi Zip Total Cap Gains
699,715
Soi Zip Total Dividends
280,050
Soi Zip Total Returns
2,390
Trust Company Affiliate
No
Wayback Avg Days Between Changes
103.8
Wayback Closest Snapshot Ts
2025-10-18T22:19:23.000Z
Wayback Closest Snapshot Url
http://web.archive.org/web/20251018221923/https://www.kaleelcompany.com/
Wayback Distinct Digest Count
62
