Patrick Kelly is a registered investment advisor at Next Alpha Capital, LLC, based in San Diego, CA, with 9 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
San Diego, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patrick wholly owns Tapyllek LLC through his self-directed IRA, formed in 2021, for investing his retirement account in futures and options. He spends minimal time managing these investments.
Employment History
Current Registrations
Next Alpha Capital, LLC
State Registrations1 state
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