Kellogg Asset Management, LLC

Overview

Kellogg Asset Management, LLC is an SEC registered investment adviser based in Green Bay, WI, registered since 2009. It reports $2.9B in assets under management across 104 accounts, with 9 employees. It has 8 investment adviser representatives.

Reported AUM

$2.9B

Discretionary

100%

Accounts

104

Average account

$27.5M

Employees

9

Advisory reps

8

Registered since

2009

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 6

• Anthony Philip Pecora Chief Compliance Officer, Elected Manager CRD 2975013
• Beth Ann Cravillion Elected Manager CRD 4770231
• Chan CM Barden Manager CRD 4119252

3 more executive officers, with direct contact details

Advisory reps 3 of 8

• Chan C M Barden Investment Adviser Rep CRD 4119252
• John Boyden Duffy Registered Rep · Investment Adviser Rep CRD 2940343
• Patrick Andrew Fry Registered Rep · Investment Adviser Rep CRD 1884853

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

200 N Adams St
Green Bay, WI 54301

County

Brown

Metro area

Green Bay, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 3 jurisdictions

Every state, with registration dates

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