THE KELLY GROUP

RIASEC RegisteredEst. 2020

Total AUM

$1.1B

Discretionary

$1.1B

93% of AUM

Avg account

$372K

Accounts

3,043

Employees

Advisory reps

Firm details

Headquarters: BEL AIR, Maryland
CRD number: 310140
Registered since: October 2, 2020
Website: www.kellyria.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI57.11%
Individuals35.59%
Pension & Profit Sharing Plans6.42%
Corporations / Businesses0.57%
Charitable Organizations0.31%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

The Kelly Group is an independent, privately held limited liability company that registered with the SEC in 2020. The firm operates as a capital allocator and works with individual and family clients as well as institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting-related work, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee options. The firm does not identify as an active ESG investor.