# Joseph C. Kelly & Associates, Inc.

> Joseph C. Kelly & Associates, Inc. is a state-registered investment advisory firm in Middletown, NJ, registered since 1997, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 12, 2012.

- CRD: 129279
- Filed as: JOSEPH C. KELLY & ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Middletown, NJ
- Filing period: October 2026
- Form ADV filing dated: October 12, 2012
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129279
- AdvisorCensus page: https://advisorcensus.com/firm/joseph-c-kelly-and-associates-inc-middletown-nj-129279

## Quick answers

**How is Joseph C. Kelly & Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Joseph C. Kelly & Associates, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Joseph C. Kelly & Associates, Inc. located?**
Joseph C. Kelly & Associates, Inc.'s principal office is in Middletown, NJ, according to its Form ADV.

**Is Joseph C. Kelly & Associates, Inc. registered with the SEC or a state?**
Joseph C. Kelly & Associates, Inc. is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 129279.

**How much does Joseph C. Kelly & Associates, Inc. manage?**
Joseph C. Kelly & Associates, Inc. reports $5,175,000 in regulatory assets under management in its Form ADV filing dated October 12, 2012 (100% discretionary).

**Does Joseph C. Kelly & Associates, Inc. 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/129279

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,175,000
- Discretionary: $5,175,000
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1997 (28 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Not reported
- States registered or notice-filed: NJ
- 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. Joseph C. Kelly & Associates, Inc. (CRD 129279): Form ADV filing data as of October 2026.