Kregg Kiel
Kiel Investment Company · Carmel, Indiana
Kregg Kiel is a fee-only financial advisor at Kiel Investment Company in Carmel, Indiana. Kiel Investment Company reports charging a percentage of assets and hourly fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | Kiel Investment Company |
|---|---|
| Based in | Carmel, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.6M across 6 accounts |
| SEC registration | Investment adviser representative in IN · CRD 2355057 |
| Exams passed | Series 63 (2019) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thekielgroup.com |
| Profile |
How Kregg's firm compares
- Kiel Investment Company's average account is about $268,000, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Kregg
Is Kregg Kiel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kregg holds no broker registration, and Kiel Investment Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kregg charge for financial advice?
Kregg's firm, Kiel Investment Company, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kregg Kiel based?
Kregg Kiel is based in Carmel, Indiana.
Is Kregg Kiel registered with the SEC?
Yes. Kregg Kiel is registered as an investment adviser representative in IN (CRD 2355057), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kiel Investment Company manage?
Kiel Investment Company reports $1.6M across 6 accounts in assets under management.
How do I contact Kregg Kiel?
Through Kregg's website, www.thekielgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kiel Investment Company website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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