# Connolly Financial Group

> Connolly Financial Group is a state-registered investment advisory firm, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 111325
- Filed as: CONNOLLY FINANCIAL GROUP
- Legal name: The Connolly Corporation
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/111325
- AdvisorCensus page: https://advisorcensus.com/firm/connolly-financial-group-111325

## Quick answers

**How is Connolly Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Connolly Financial Group reports these compensation arrangements: a percentage of assets under its management.

**Is Connolly Financial Group registered with the SEC or a state?**
Connolly Financial Group is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 111325.

**How much does Connolly Financial Group manage?**
Connolly Financial Group reports $15,627,687 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Connolly Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (1).

**Does Connolly Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/111325

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $15,627,687
- Discretionary: $15,627,687
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $9,928,861 |
| High net worth individuals | 1 | $5,698,826 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Connolly Financial Group (CRD 111325): Form ADV filing data as of October 2026.