Kelly & Associates, LLC

Overview

Kelly & Associates, LLC is a small, privately held investment adviser operating as an LLC that focuses on portfolio management for both individuals/families and for businesses or institutions. The firm charges fees as a percentage of assets under management and reports a client mix that includes individual and family clients alongside institutional relationships. Its stated advisory services include discretionary guidance delivered on a non-discretionary basis to clients, and the firm lists pension consulting among its service offerings. Investment activity is concentrated in pooled public funds and mutual funds as the primary vehicle for client exposure, with a meaningful allocation to fixed-income through corporate debt and supplemental use of annuities where income planning is appropriate. The firm also uses third‑party real estate managers to gain alternative real estate exposure rather than direct, in-house real estate investing. Kelly & Associates does not position itself as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices