Kelly Financial Group, LLC
● SEC registered since 2005CRD 136372SEC# 801-64528Wethersfield, CT
Reg. AUM
$474.9M
Employees
7
Accounts
2,324
Location
Wethersfield, CT
Kelly Financial Group, LLC assets under management
Kelly Financial Group, LLC is an SEC-registered investment adviser based in Wethersfield, CT. The firm has been registered since 2005. It reports $474.9 million in regulatory assets under management and employs 7 people.
Kelly Financial Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mary T Ledwith Control | Chief Financial Officer | Under 5% | 2022 |
| Robert Gregory Hammond Control | Ceo/Managing Member | 50-75% | 2005 |
| Scott Richard Solod Control | Chief Compliance Officer | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Kelly Financial Group, LLC manage?
Kelly Financial Group, LLC reports $474.9 million in regulatory assets under management on its Form ADV.
How many employees does Kelly Financial Group, LLC have?
Kelly Financial Group, LLC reports 7 employees.
Where is Kelly Financial Group, LLC located?
Kelly Financial Group, LLC is based in Wethersfield, CT and has been SEC-registered since 2005.
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 | 100 Great Meadow Road, Suite 701, Wethersfield, CT 06109 |
| Phone | 860-258-2600 |
| Fax | 860-258-2607 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1128066 |
| Discloses disciplinary history | No |
Regulatory AUM
$474.9M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$474.9Mregulatory AUM
Discretionary $474.9M