# Kelly Financial Services LLC

> Kelly Financial Services LLC is an SEC-registered investment advisory firm in Braintree, MA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 14, 2026.

- CRD: 291996
- Filed as: KELLY FINANCIAL SERVICES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Braintree, MA
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291996
- AdvisorCensus page: https://advisorcensus.com/firm/kelly-financial-services-llc-braintree-ma-291996

## Quick answers

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

**What does Kelly Financial Services LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kelly Financial Services LLC located?**
Kelly Financial Services LLC's principal office is in Braintree, MA, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Kelly Financial Services LLC registered with the SEC or a state?**
Kelly Financial Services LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291996.

**How much does Kelly Financial Services LLC manage?**
Kelly Financial Services LLC reports $623,597,927 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (89% discretionary).

**How have Kelly Financial Services LLC's assets and staff changed since 2021?**
In the Form ADV data for Kelly Financial Services LLC: Regulatory assets under management: $323,174,357 in the October 2021 data and $623,597,927 in the October 2026 data, up 93%. Total employees: 12 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kelly Financial Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,196); high net worth individuals (205).

**Which custodians does Kelly Financial Services LLC use?**
Kelly Financial Services LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Kelly Financial Services LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291996

**What changed in Kelly Financial Services LLC's recent Form ADV filings?**
In the September 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 11, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> KFS charges an investment advisory fee based on a percentage of the value of the client’s account as of the end of each calendar quarter, not to exceed an annual rate of 1.5% (or .375% on a quarterly basis).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $623,597,927
- Discretionary: $553,916,913
- Non-discretionary: $69,681,014

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,196 | $317,410,892 |
| High net worth individuals | 205 | $306,187,035 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 10 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, ME, NC, NE, NH, PA, RI, SC, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Burlington, MA

### Websites listed on Form ADV (Item 1.I)
- kellyfinancial.org
- Facebook @kellyfinancialservice
- Instagram @kellyfinancial
- LinkedIn @kelly-financial-services-ma
- YouTube @kellyfinancialservices7896

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $323,174,357 | 12 | March 31, 2021 |
| October 2022 | $391,242,496 | 13 | March 30, 2022 |
| October 2023 | $345,863,185 | 12 | March 28, 2023 |
| October 2024 | $488,597,699 | 11 | August 27, 2024 |
| October 2025 | $506,455,401 | 11 | March 30, 2025 |
| October 2026 | $623,597,927 | 10 | August 14, 2026 |

Regulatory assets under management: $323,174,357 in the October 2021 data and $623,597,927 in the October 2026 data, up 93%.
Total employees: 12 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $506,455,401 to $623,597,927 (+23%).
- Changed its office addresses in Burlington, MA.

### January 2026
- Registered or notice-filed in CT, VT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kelly Financial Services LLC (CRD 291996): Form ADV filing data as of October 2026.