Kelly Mitchell Volk

Employer firm

Ocean Path Advisors, LLC CRD 338933

$560M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → 07/2021
  Kpmg Llp
  Los Angeles, CA
• 07/2021 → 05/2022
  Kpmg Llp
  Los Angeles, CA
• 05/2026 → Present
  Ocean Path Advisors
  Manhattan Beach, CA
• 05/2026 → Present
  Ocean Path Advisors
  Manhattan Beach, CA
• 09/2018 → 07/2020
  Kpmg Llp
  Los Angeles, CA
• 06/2017 → 08/2017
  Kpmg Llp
  Los Angeles, CA
• 09/2025 → 05/2026
  Fidelity Investments
  San Diego, CA
• 05/2022 → 09/2025
  Ernst & Young
  Los Angeles, CA
• 05/2016 → 09/2018
  Ucla Anderson Rosenfeld Library
  Los Angeles, CA
• 06/2018 → 09/2018
  Unemployed
  Los Angeles, CA

Previous Registrations

• 2026-03-06 → 2026-05-07
  Strategic Advisers Llc
  Winchester, CA
  San Diego, CA
  San Diego, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-13

Other Names

• Kelly Volk
• Kelly Mitchell Volk