Kelly Strategic Management, LLC
● SEC registered since 2021CRD 315259SEC# 801-121745Denver, CO
Reg. AUM
$81.7M
Employees
4
Accounts
8
Location
Denver, CO
Kelly Strategic Management, LLC assets under management
Kelly Strategic Management, LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2021. It reports $81.7 million in regulatory assets under management and employs 4 people.
Kelly Strategic Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kelly Intelligence, LLC Control | Managing Member | Over 75% | 2021 |
| Kevin Richard Kelly Control | Chief Compliance Officer | Under 5% | 2024 |
| Kevin Richard Kelly Control | Chief Executive Officer, Chief Investment Officer | Under 5% | 2021 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Kelly Strategic Management, LLC manage?
Kelly Strategic Management, LLC reports $81.7 million in regulatory assets under management on its Form ADV.
How many employees does Kelly Strategic Management, LLC have?
Kelly Strategic Management, LLC reports 4 employees.
Where is Kelly Strategic Management, LLC located?
Kelly Strategic Management, LLC is based in Denver, CO and has been SEC-registered since 2021.
Does Kelly Strategic Management, LLC disclose fund performance?
Kelly Strategic Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7887 East Belleview Ave., Suite 1100, Denver, CO 80111 |
| Phone | 303-499-1959 |
| Office hours | 7:30-4:00 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$81.7M▲ 133%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$81.7Mregulatory AUM
Discretionary $81.7M