KELLY FINANCIAL GROUP, LLC
Doing business as THE KELLY GROUP. SEC Form ADV profile.
Total regulatory AUM
$1,131,076,741
Discretionary
$1,055,607,403
Non-discretionary
$75,469,338
Firm details
- CRD number
- 310140
- SEC file number
- 801-119450
- Main office
- BEL AIR, MD, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.