# Kelly Wealth Management, Inc.

> Kelly Wealth Management, Inc. is an SEC-registered investment advisory firm in Royal Oak, MI, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 20, 2026.

- CRD: 328386
- Filed as: KELLY WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Royal Oak, MI
- Filing period: October 2026
- Form ADV filing dated: April 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328386
- AdvisorCensus page: https://advisorcensus.com/firm/kelly-wealth-management-inc-royal-oak-mi-328386

## Quick answers

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

**Where is Kelly Wealth Management, Inc. located?**
Kelly Wealth Management, Inc.'s principal office is in Royal Oak, MI, according to its Form ADV.

**Is Kelly Wealth Management, Inc. registered with the SEC or a state?**
Kelly Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328386.

**How much does Kelly Wealth Management, Inc. manage?**
Kelly Wealth Management, Inc. reports $160,588,514 in regulatory assets under management in its Form ADV filing dated April 20, 2026 (100% discretionary).

**How have Kelly Wealth Management, Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Kelly Wealth Management, Inc.: Regulatory assets under management: $112,692,652 in the October 2024 data and $160,588,514 in the October 2026 data, up 43%. Total employees: 6 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kelly Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (529).

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

**Does Kelly Wealth Management, Inc. 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/328386

**Does Kelly Wealth Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "There is no minimum account size to open and maintain an advisory account."

**What changed in Kelly Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $134,383,393 to $160,588,514 (+20%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: None

> There is no minimum account size to open and maintain an advisory account.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage 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: $160,588,514
- Discretionary: $160,588,514
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 529 | $160,588,514 |

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

### Firm details
- Registered since: 2023 (2 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kellycapitalpartners.com
- Facebook @KellyCapitalPartners
- LinkedIn @kelly-capital-partners-of-michigan
- YouTube @KellyCapitalPartnersMI

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $112,692,652 | 6 | September 20, 2024 |
| October 2025 | $134,383,393 | 6 | March 13, 2025 |
| October 2026 | $160,588,514 | 6 | April 20, 2026 |

Regulatory assets under management: $112,692,652 in the October 2024 data and $160,588,514 in the October 2026 data, up 43%.
Total employees: 6 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $134,383,393 to $160,588,514 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kelly Wealth Management, Inc. (CRD 328386): Form ADV filing data as of October 2026.