The Kellam Group

What changed

Led The Kellam Group with Wilson and Caras; had been a producing complex manager at BB&T.

Reported / discovered

Oct 16, 2026

Effective

Not reported

New role

Team leader

Previous role

Not reported

Market

Naples, FL

Reported book

$1.2B

Reported team size

7 people

Named people

7

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

7 observations consolidated into one event.