Overview
Assets Under Management: $953 million
Headquarters: BEL AIR, MD
High-Net-Worth Clients: 236
Average Client Assets: $2 million
Frequently Asked Questions
KELLY FINANCIAL GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #310140), KELLY FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
KELLY FINANCIAL GROUP, LLC is headquartered in BEL AIR, MD.
KELLY FINANCIAL GROUP, LLC serves 236 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, KELLY FINANCIAL GROUP, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
KELLY FINANCIAL GROUP, LLC manages $953 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, KELLY FINANCIAL GROUP, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 236
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.97
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,936
Discretionary Accounts: 2,845
Non-Discretionary Accounts: 91
Regulatory Filings
CRD Number: 310140
Filing ID: 1951203
Last Filing Date: 2025-03-31 12:51:00
Website: https://kellyria.com