Kelly Financial Group, LLC
● SEC registered since 2020CRD 310140SEC# 801-119450Bel Air, MD
Reg. AUM
$1.13B
Employees
22
Accounts
3,043
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 $1.1 billion in regulatory assets under management and employs 22 people.
Kelly Financial Group, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anika Simonne Jones Control | Chief Compliance Officer | 5-10% | 2022 |
| Bryan Elliott Kelly Control | Managing Member | Under 5% | 1997 |
| Chad Thomas Arrington Control | Member | 10-25% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Kelly Financial Group, LLC manage?
Kelly Financial Group, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Kelly Financial Group, LLC have?
Kelly Financial Group, LLC reports 22 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
| Address | 48 East Gordon Street, Bel Air, MD 21014 |
| Phone | 410-893-0560 |
| Fax | 410-838-3287 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.13B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.13Bregulatory AUM
Discretionary $1.06BNon-discretionary $75.5M