# RD Kelley Financial Group

> RD Kelley Financial Group is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 4, 2021.

- CRD: 298189
- Filed as: RD KELLEY FINANCIAL GROUP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: June 4, 2021
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298189
- AdvisorCensus page: https://advisorcensus.com/firm/rd-kelley-financial-group-298189

## Quick answers

**How is RD Kelley Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), RD Kelley Financial Group reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is RD Kelley Financial Group registered with the SEC or a state?**
RD Kelley Financial Group is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298189.

**How much does RD Kelley Financial Group manage?**
RD Kelley Financial Group reports $12,000,000 in regulatory assets under management in its Form ADV filing dated June 4, 2021 (100% discretionary).

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

**Does RD Kelley Financial Group 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/298189

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,000,000
- Discretionary: $12,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $12,000,000 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. RD Kelley Financial Group (CRD 298189): Form ADV filing data as of October 2026.