# Celtic Investment

Celtic Investment is a Financial services / Bank holding company based in West Jordan, United States.

## Overview

- **Organization type:** Financial services / Bank holding company
- **Headquarters:** West Jordan, United States
- **Region:** North America
- **Address:** West Jordan, UT, United States
- **Assets under management:** Undisclosed
- **Website:** celticinvestment.com

## Regulatory record

- **Reports private funds:** No

## About

Celtic Investment Inc. appears in SEC records as a registered investment adviser based in West Jordan, Utah, a suburb of Salt Lake City. The firm's ADV filings, which all RIAs must submit, confirm its corporate registration in Utah and its standing with state regulators. Without a disclosed investment strategy or portfolio, the firm's deployment approach remains opaque. Small advisory shops in Utah's Wasatch Front region commonly focus on serving local business owners, professional practices, and family groups with services that range from financial planning to pooled investment vehicles. The registered structure gives the firm legal authority to collect advisory fees and manage securities accounts, but the lack of publicly reported holdings or fund vehicles means its actual investment posture — whether concentrated in public equities, allocated to third-party managers, or directed toward private real estate — is unavailable. Other Utah-based RIAs of comparable disclosure profile have historically operated as multi-family offices or private investment partnerships without seeking institutional capital. Celtic Investment's corporate registration traces to Utah's Division of Corporations, where it maintains an active status. The firm lists no named principals in publicly accessible databases beyond what appears in regulatory filings, and it publishes no thought leadership, no quarterly letters, and no investor communications. Utah has a concentrated ecosystem of small advisory firms that serve the state's technology and real estate wealth, particularly around the Silicon Slopes corridor, but Celtic Investment has not attached itself publicly to any of that activity. No public record of fund launches, acquisitions, or co-investments exists. What distinguishes Celtic Investment structurally is its complete absence from the institutional record. That posture can reflect a single-client family-office structure disguised as a corporate RIA, or a practice so small that regulatory registration is a compliance formality rather than a growth platform. Either way, the firm's architecture — a Utah corporation with SEC registration and zero public interface — places it outside conventional peer comparison.

## Questions

### Does Celtic Investment report its assets under management?

No. The firm's regulatory filings do not report any discretionary assets under management, which means it either manages less than the reporting threshold, operates on a non-discretionary basis, or qualifies for an exemption from detailed ADV reporting. No public source has published an AUM estimate for the firm.

### What is known about Celtic Investment's leadership?

Information about the firm's principals or investment decision-makers is not publicly available. The firm has not published bios, named executives in press releases, or listed leadership on a corporate website. Regulatory filings contain officer information that is not accessible through standard public databases.

### Is Celtic Investment affiliated with any other entity?

No affiliation with other advisory firms, family offices, or operating companies has been publicly disclosed. The firm does not appear in the filings of other registered investment advisers as a related entity, and no parent or subsidiary relationship has been identified.

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Last updated: 2026-08-11T02:43:31.692Z

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