Walter
Kelley

Brookmont Capital Management

CRD#6924047
Investment Advisor
in Dallas, TX

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About this Advisor

Walter Kelley is a financial advisor based in Dallas, Texas with 4 years of industry experience. Kelley is an advisor for Brookmont Capital Management. During their career, the advisor has held roles at Michael Warner, Office Of Senator Ellis, Wilson For Texas, Payment Approved, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC and Brookmont Capital Management. Kelley maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Brookmont Capital Management is an advisory business that has its headquarters in Dallas, TX. It oversees $680 million in assets under management between its 141 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm serves four charities and foundations. Of its 141 client accounts, 72% are associated with high-net-worth investors who have more than $1 million in assets. Brookmont Capital Management offers a number of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, publication of newsletters and other services. Financial management fees typically vary depending on which services are offered. Fee types billed by Brookmont Capital Management can include any blend of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Other

Fee Structure

Percentage of Assets, Others

Office Location

2000 Mckinney Avenue Suite 1230
Dallas, TX 75201

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Brookmont Capital Management Brokerage Details

Total Assets Under Management

$679,899,678

TX Average: $3,042,739,679
Total Number of Employees

6

TX Average: 49
Total Number of Accounts

141

TX Average: 2,315
Average Account Size

$4,821,984

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Other

Walter Kelley Work History

Walter has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Brookmont Capital Management

2018 - 2019 (1 year)

Jpmorgan Chase Bank, N.A

2018 - 2019 (1 year)

J.P. Morgan Securities LLC

2014 - 2014 (< 1 year)

Wilson For Texas

2014 - 2016 (2 years)

Payment Approved

2013 - 2013 (< 1 year)

Michael Warner

2013 - 2013 (< 1 year)

Office Of Senator Ellis

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Walter Kelley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brookmont Capital Management

Walter Kelley
Dallas, TX
Nolan Harrell
Dallas, TX
Andrew Hornung
Dallas, TX
Neal Scott
Dallas, TX
Ethan Powell
Dallas, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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