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KELLY CAPITAL GROUP, LLC
CRD 288475
317 EAST CAPITOL ST, STE 200, JACKSON, MS, 39201, United States
Phone
601-953-3076
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$4.8M
Discretionary AUM
$4.8M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $3.6M |
| Charitable organizations | 1 | $1.2M |
| Corporations/business entities | 1 | $14K |
All web addresses on file
Official SEC filing: View on IAPD