Barbara Jean Kelly
Investment adviser representative at Aza Capital Management
21 yearsExperience
1 stateRegistered in
$339.6MFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Aza Capital ManagementJul 2022 to now
- Mint Private Enterprises LLCJan 2017 to now
- Castleview Partners, LLCJul 2018 to Jul 2022
- Interocean CapitalNov 2005 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (IL).
Aza Capital Management
Legal name: Insight 2811 Inc
$339.6MAssets managed
345Clients
7Advisers
29 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2126583
- Firm CRD
- 109784