The Kelt Group, LLC

The Kelt Group, LLC (CRD# 133104) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $4,195,323 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $135,333
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at The Kelt Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Derek W. Brumfield
CRD#: 2943432
3757 State Street, Suite 3a, Santa Barbara, CA 93105
93
Wealthminder
score

Derek Brumfield (CRD# 2943432) is an Investment Advisor Representative working at The Kelt Group, LLC in Santa Barbara, CA and has over 17 years of experience in the finance industry.

2
Wayne A. Cassriel
CRD#: 2502105
3757 State Street, Suite 3a, Santa Barbara, CA 93105
93
Wealthminder
score

Wayne Cassriel (CRD# 2502105) is an Investment Advisor Representative working at The Kelt Group, LLC in Santa Barbara, CA and has over 22 years of experience in the finance industry.

3
Keith L. Kelt
CRD#: 267357
3757 State Street, Suite 3a, Santa Barbara, CA 93105
93
Wealthminder
score

Keith Kelt (CRD# 267357) is an Investment Advisor Representative working at The Kelt Group, LLC in Santa Barbara, CA and has over 32 years of experience in the finance industry.

4
Robert S. Piscitello
CRD#: 1966343
3757 State Street, Suite 3a, Santa Barbara, CA 93105
87
Wealthminder
score

Robert Piscitello (CRD# 1966343) is an Investment Advisor Representative working at The Kelt Group, LLC in Santa Barbara, CA and has 1 year of experience in the finance industry.

5
Andrew B. Day
CRD#: 2486571
3757 State Street, Suite 3a, Santa Barbara, CA 93105
83
Wealthminder
score

Andrew Day (CRD# 2486571) is an Investment Advisor Representative working at The Kelt Group, LLC in Santa Barbara, CA and has over 22 years of experience in the finance industry.

6
Christopher C. Hartman
CRD#: 1850747
3757 State Street, Suite 3a, Santa Barbara, CA 93105
83
Wealthminder
score

Christopher Hartman (CRD# 1850747) is an Investment Advisor Representative working at The Kelt Group, LLC in Santa Barbara, CA and has over 25 years of experience in the finance industry.

7
Barbara J. Ralston
CRD#: 1087950
3757 State Street, Suite 3a, Santa Barbara, CA 93105
71
Wealthminder
score

Barbara Ralston (CRD# 1087950) is an Investment Advisor Representative working at The Kelt Group, LLC in Santa Barbara, CA and has over 31 years of experience in the finance industry.

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