# Kelly Intelligence

> Kelly Intelligence is an SEC-registered investment advisory firm in Denver, CO, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 315259
- Filed as: KELLY INTELLIGENCE
- Legal name: Kelly Strategic Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315259
- AdvisorCensus page: https://advisorcensus.com/firm/kelly-intelligence-denver-co-315259

## Quick answers

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

**Where is Kelly Intelligence located?**
Kelly Intelligence's principal office is in Denver, CO, according to its Form ADV.

**Is Kelly Intelligence registered with the SEC or a state?**
Kelly Intelligence is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 315259.

**How much does Kelly Intelligence manage?**
Kelly Intelligence reports $81,658,352 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Kelly Intelligence's assets and staff changed since 2021?**
In the Form ADV data for Kelly Intelligence: Regulatory assets under management: $0 in the October 2021 data and $81,658,352 in the October 2026 data. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kelly Intelligence serve?**
By number of clients on Form ADV Item 5.D: investment companies (8).

**Does Kelly Intelligence 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/315259

**What changed in Kelly Intelligence's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $35,022,440 to $81,658,352 (+133%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $81,658,352
- Discretionary: $81,658,352
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 8 | $81,658,352 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 2 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.

### Websites listed on Form ADV (Item 1.I)
- freecashflowyield.com
- kellyintel.com
- Instagram @kellyetfs
- LinkedIn @kellyintel
- X @KellyETFs
- X @KellyIntel
- YouTube @kellyintelligence

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 3 | June 11, 2021 |
| October 2022 | $0 | 3 | May 24, 2022 |
| October 2023 | $4,358,351 | 4 | March 6, 2023 |
| October 2024 | $17,000,000 | 3 | September 18, 2024 |
| October 2025 | $35,022,440 | 4 | March 28, 2025 |
| October 2026 | $81,658,352 | 4 | March 30, 2026 |

Regulatory assets under management: $0 in the October 2021 data and $81,658,352 in the October 2026 data.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $35,022,440 to $81,658,352 (+133%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kelly Intelligence (CRD 315259): Form ADV filing data as of October 2026.