SourcingSourcing

KESSLER INVESTMENT GROUP, LLC

C46
CRD 153696·SEC 801-71393·COLUMBUS, IN
AUM
$359.7M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KESSLER INVESTMENT GROUP, LLC
CRD
153696
SEC file #
801-71393
EIN
263592637
DBA names
—

Economics

AUM
$359.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$127.5M → $359.7M▲ +182%
Client mix
Individuals Other487
Individuals High Net Worth71

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
3 advisors → 4 advisors▲ +33%
Primary office
COLUMBUS IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
kesslerig.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KESSLER, CRAIG, ADAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KESSLER, CRAIG, ADAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KESSLERIG.COM
Rdap Domain Creation Date
2009-08-11T17:55:29Z
Rdap Firm Age Years
17
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
1
Form 5500 Total Participants
2
Form 5500 Compensation Trajectory 3y
20240
Form 5500 Plan Count Trajectory 3y
20241
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001525947
Edgar Registered
Yes
Edgar Filing Count
60
Edgar First Filing Date
2012-02-08
Edgar Last Filing Date
2026-04-10
Edgar 13f Count
58
Edgar 13f Latest AUM Estimate
Filing Date2026-04-10
Accession0001525947-26-000004

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2354
Soi Zip Pct 200k Plus
0.0661
Soi Zip Returns 200k Plus
1,480
Soi Zip Total AGI
1,950,825
Fdic Zip Total Deposits
44,165,056,000
Fdic Zip Branch Count
562
Fdic Zip Top Banks
Irwin Union Bank and Trust Company
First Financial Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
50 WASHINGTON STREET, SUITE 3-BCOLUMBUS, IN 47201
Business
50 WASHINGTON STREET, SUITE 3-BCOLUMBUS, IN 47201
Edgar EIN
263592637
Edgar Recent Filings
13F-HR2026-04-10 · 0001525947-26-000004
13F-HR2026-02-03 · 0001525947-26-000001
Fdic Zip Branches Raw
Irwin Union Bank and Trust CompanyColumbus, IN
Irwin Union Bank and Trust CompanyColumbus, IN
Fdic Zip HHI
2318.28
Fdic Zip Top Bank Share Pct
44.42
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-11T17:55:29Z
Rdap Domain Last Changed
2025-08-12T18:36:23Z
Rdap Nameservers
Ns31.domaincontrol.comNs32.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI71,073
Returns6,130
Stub 2
AGI187,118
Returns5,050
Stub 3
AGI216,668
Returns3,520
Soi Zip Total Business Income
46,760
Soi Zip Total Cap Gains
137,675
Soi Zip Total Dividends
34,681
Soi Zip Total Returns
22,390
Top Owner CRD
2253386
Trust Company Affiliate
No

People (3)

3
KESSLER, CRAIG, ADAM
IAR · Direct Owner · 87.5%
2253386
MATTHEW M RUST
IAR
6434007
JOHN CURTIS EISENBARTH
IAR
2057150