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Michael Clay Stewart

Investment adviser representative at Lk&a Investment Counsel
2 statesRegistered in
CFADesignation
$540.1MFirm assets
41 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.

  • Portfolio management

Experience

No employment history in this record.

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2002

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Lk&a Investment Counsel

Legal name: Lawrence W. Kelly & Associates, Inc.

$540.1MAssets managed
83Clients
2Advisers
41 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
4413814
Firm CRD
106635
Advisor's SEC record (opens in a new tab)
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