Kelly Financial Group LLC

RIAState Registered

Total AUM

$89.6M

Discretionary

$89.6M

100% of AUM

Avg account

$296K

Accounts

303

Employees

1

Advisory reps

1

Firm details

Headquarters: Encinitas, California
CRD number: 282172
Website: www.thekellyfinancialgroup.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI80.66%
Individuals19.34%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Kelly Financial Group LLC is an independent, individual-owned registered investment adviser operating out of California. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging clients on a percentage-of-assets and hourly basis. Its client base is primarily individual and family accounts, and it manages client relationships on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities56%
Public Funds/Mutual Funds31%
Investment Grade Corp Bonds5%
Cash & Cash Equivalents5%
US Government Bonds2%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 78

Active vs passive

$413M in ETFs

Passive

56%

$230M

Active

42%

$182M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
JPMORGAN BETABUILDERS US EQUITY ETF (BBUS)	JP Morgan	Passive	Large Blend	$72.4M	525,879	17.52%

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Primary office

Encinitas, CA

San Diego

Location

Encinitas, CA

Headquartered in Encinitas, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area: San Diego-Chula Vista-Carlsbad, CA
Region: West
County: San Diego
Address: 332 Encinitas Blvd
Time zone: PT (UTC-8)
Office locations

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