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KELLEY INVESTMENTS, LLC

Doing business as KELLEY INVESTMENTS. SEC Form ADV profile.

Total regulatory AUM
$237,956,390
Discretionary
$216,480,191
Non-discretionary
$21,476,199

Firm details

CRD number
119099
SEC file number
801-67645
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Hourly

As of November 2026.