D.M. Kelly & Company

Overview

D.M. Kelly & Company is organized as a corporation and has been SEC-registered since 1995. The firm is classified in the dataset as an investment bank and is owned by a mix of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The source material includes limited disclosure about the firm's business lines, advisory activities, fee arrangements, or client segments, so there is little public detail about how the firm positions its services or specific markets it targets.

Assets & Accounts

Location & Offices