William Phelps is not listed as a control person, but directly owns under 5% of Kindred Spirits Investment Management. William Phelps holds a Master of Business Administration in Finance from Northern Kentucky University and a Bachelor of Science in Aviation from Eastern Kentucky University.
Kindred Spirits Investment Management is an investment adviser based in Cincinnati, OH, registered with the SEC since 2014. It provides investment management. Its clients include state or municipal government entities, banking or thrift institutions and charitable organizations. Its regulatory assets under management total $9.68 billion, as filed on 24 February 2026. Its fees, ownership and offices are on the firm’s profile.
Bill Phelps is Chief Operations Officer of RedTree Investment Group. Phelps provides strategic oversight of the firm's operations and service providers. Prior to joining RedTree, Phelps's experience included positions at Fund Evaluation Group, LLC and JPMorgan Chase & Co.
- CRD
- 7886839
- Firm
- Kindred Spirits Investment Management · CRD 171615
- Role
- Chief Operations Officer
- In role since
- December 2017 · 8 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Cincinnati, OH
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- redtreeinvestmentgroup.com
Where does William Phelps work?
William Phelps has been Chief Operations Officer of Kindred Spirits Investment Management, LLC since December 2017.
How can I verify William Phelps’ record?
William Phelps’ role is listed on Kindred Spirits Investment Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 171615.
