Institutional
    SEC Registered

    Kellogg Asset Management, LLC

    Registered investment advisor · Green Bay, Wisconsin · CRD #150031

    Assets Under Management
    $2.9B
    Client Accounts
    104
    Employees
    9
    CRD Number
    150031
    Registration
    SEC Registered
    Custodian
    Associated Trust Company, N.a., National Financial Services Llc, Bell Bank

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Kellogg Asset Management, LLC

    KELLOGG ASSET MANAGEMENT, LLC is a financial planning firm based in Green Bay, Wisconsin, managing nearly $2.5 billion in assets and offering investment advisory services to 115 clients. The firm employs 11 experienced financial planners.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Kellogg Asset Management, LLC's AUM?

    Kellogg Asset Management, LLC reports approximately $2.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Kellogg Asset Management, LLC headquartered?

    Kellogg Asset Management, LLC is headquartered in Green Bay, Wisconsin.

    What is Kellogg Asset Management, LLC's CRD number?

    Kellogg Asset Management, LLC's CRD number is 150031. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Kellogg Asset Management, LLC manage?

    Kellogg Asset Management, LLC manages approximately 104 client accounts according to its latest SEC filing.

    Is Kellogg Asset Management, LLC SEC registered?

    Yes, Kellogg Asset Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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