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Kelly Financial Group, LLC

● SEC registered since 2020CRD 310140SEC# 801-119450Bel Air, MD
Export (members)
Reg. AUM
$953.2M
Employees
23
Accounts
2,936
Location
Bel Air, MD

Kelly Financial Group, LLC assets under management

Kelly Financial Group, LLC is an SEC-registered investment adviser based in Bel Air, MD. The firm has been registered since 2020. It reports $953.2 million in regulatory assets under management and employs 23 people.
www.linkedin.com/company/kelly-limitedView on SEC.gov ↗

Kelly Financial Group, LLC owners & executives

8 reported
NameTitleOwnershipSince
Anika Simonne Jones ControlChief Compliance OfficerUnder 5%2022
Bryan Elliott Kelly ControlManaging MemberUnder 5%1997
Chad Thomas ArringtonMember10-25%2018
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Frequently asked questions

How much does Kelly Financial Group, LLC manage?

Kelly Financial Group, LLC reports $953.2 million in regulatory assets under management on its Form ADV.

How many employees does Kelly Financial Group, LLC have?

Kelly Financial Group, LLC reports 23 employees.

Where is Kelly Financial Group, LLC located?

Kelly Financial Group, LLC is based in Bel Air, MD and has been SEC-registered since 2020.

Does Kelly Financial Group, LLC disclose fund performance?

Kelly Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address48 East Gordon Street, Bel Air, MD 21014
Phone410-893-0560
Fax410-838-3287
Office hours8:30 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$886.8M
Non-discretionary$66.5M
Total (RAUM)$953.2M