Osborn & Kelly Inc (Cincinnati)

Osborn & Kelly Inc is a large advisory firm based in Cincinnati. It manages $115.16 million of regulatory assets for 106 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Osborn & Kelly provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Osborn & Kelly: assets under management

The assets under management (AUM) of Osborn & Kelly Inc is $115.16 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $115.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.09 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Osborn & Kelly Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Osborn & Kelly Inc

Marilyn Jean Osborn has been acting as President since 1 Jul 1993. Terrance Turner Kelly joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Marilyn Jean Osborn	Chairman	1 Jul 1993	50% - 75%	4367443
Terrance Turner Kelly	President	1 Jul 1993	25% - 50%	1103091

Based in Cincinnati

The principal office where Osborn & Kelly Inc performs its advisory services is located at 1500 Chiquita Center, Cincinnati, OH 45202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.