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THE KELLY GROUP
KELLY FINANCIAL GROUP, LLC
CRD 310140 · SEC 801-119450
48 EAST GORDON STREET, BEL AIR, MD, 21014, United States
Phone
410-893-0560
Fax
410-838-3287
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.13B
Discretionary AUM
$1.06B
Team
22 total employees; 13 advisory reps; 11 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 840 | $402.6M |
| High net worth individuals | 247 | $645.9M |
| Pension/profit sharing plans | 14 | $72.6M |
| Charitable organizations | 6 | $3.5M |
| Corporations/business entities | 6 | $6.4M |
States served
AZ, CA, CO, DE, GA, IN, MD, MI, NJ, NC, OH, PA, SC, TN, VA, WV, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD