# Kelly Financial Group LLC

> Kelly Financial Group LLC is a state-registered investment advisory firm in Encinitas, CA, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 282172
- Filed as: KELLY FINANCIAL GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Encinitas, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/282172
- AdvisorCensus page: https://advisorcensus.com/firm/kelly-financial-group-llc-encinitas-ca-282172

## Quick answers

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

**Where is Kelly Financial Group LLC located?**
Kelly Financial Group LLC's principal office is in Encinitas, CA, according to its Form ADV.

**Is Kelly Financial Group LLC registered with the SEC or a state?**
Kelly Financial Group LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 282172.

**How much does Kelly Financial Group LLC manage?**
Kelly Financial Group LLC reports $89,582,183 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Kelly Financial Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (71); high net worth individuals (62).

**Does Kelly Financial Group LLC 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/282172

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $89,582,183
- Discretionary: $89,582,183
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 71 | $17,324,183 |
| High net worth individuals | 62 | $72,258,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thekellyfinancialgroup.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kelly Financial Group LLC (CRD 282172): Form ADV filing data as of October 2026.