Brian Russell Kelley
Investment adviser representative at Oath Planning, LLC
18 yearsExperience
3 statesRegistered in
$284.7MFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Oath Planning, LLCSep 2018 to now
- Oath Law, By Rty Law, A Professional CorporationSep 2017 to Oct 2024
- Victoria's Pasta ShopMay 2008 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (AR, NY, OK).
Oath Planning, LLC
$284.7MAssets managed
502Clients
6Advisers
3 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
- 7034450
- Firm CRD
- 299187