{
  "crd_number": 310140,
  "slug": "the-kelly-group-bel-air-md-310140",
  "primary_business_name": "THE KELLY GROUP",
  "legal_name": "KELLY FINANCIAL GROUP, LLC",
  "dbas": [],
  "city": "Bel Air",
  "state": "MD",
  "country": "United States",
  "cbsa_code": "12580",
  "metro": {
    "cbsa_code": "12580",
    "common_name": "Baltimore",
    "msa_name": "Baltimore-Columbia-Towson, MD",
    "path": "/advisors/md/baltimore"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-10-02",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 1131076741.0,
  "raum_discretionary": 1055607403.0,
  "raum_non_discretionary": 75469338.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 22,
  "advisory_employees": 13,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 3474628.0,
      "count": 6
    },
    "individuals": {
      "raum": 402602313.0,
      "count": 840
    },
    "pension_profit_sharing": {
      "raum": 72641405.0,
      "count": 14
    },
    "high_net_worth_individuals": {
      "raum": 645931230.0,
      "count": 247
    },
    "corporations_other_businesses": {
      "raum": 6427165.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "DE",
    "FL",
    "GA",
    "IN",
    "MD",
    "MI",
    "NC",
    "NH",
    "NJ",
    "OH",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WV"
  ],
  "websites": [
    "https://facebook.com/The-Kelly-Group-707034892669264",
    "https://kellyria.com",
    "https://linkedin.com/company/kelly-limited"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310140",
  "city_as_filed": "BEL AIR",
  "url": "https://advisorcensus.com/firm/the-kelly-group-bel-air-md-310140",
  "display_name": "The Kelly Group",
  "summary": "The Kelly Group is an SEC-registered investment advisory firm in Bel Air, MD, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. The Kelly Group (CRD 310140): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is The Kelly Group compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Kelly Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is The Kelly Group located?",
      "a": "The Kelly Group's principal office is in Bel Air, MD, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is The Kelly Group registered with the SEC or a state?",
      "a": "The Kelly Group is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310140."
    },
    {
      "q": "How much does The Kelly Group manage?",
      "a": "The Kelly Group reports $1,131,076,741 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (93% discretionary)."
    },
    {
      "q": "How have The Kelly Group's assets and staff changed since 2021?",
      "a": "In the Form ADV data for The Kelly Group: Regulatory assets under management: $585,989,689 in the October 2021 data and $1,131,076,741 in the October 2026 data, up 93%. Total employees: 17 in October 2021 and 22 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Kelly Group serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (840); high net worth individuals (247); pension and profit sharing plans (but not the plan participants or government pension plans) (14)."
    },
    {
      "q": "Which custodians does The Kelly Group use?",
      "a": "The Kelly Group'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."
    },
    {
      "q": "Does The Kelly Group report any disciplinary disclosures?",
      "a": "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/310140"
    },
    {
      "q": "What changed in The Kelly Group's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 14 to 13. Regulatory assets under management went from $953,228,816 to $1,131,076,741 (+19%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 585989689.0,
      "total_employees": 17,
      "filing_date": "2021-07-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 744363798.0,
      "total_employees": 19,
      "filing_date": "2022-09-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 682137668.0,
      "total_employees": 21,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 810923460.0,
      "total_employees": 20,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 953228816.0,
      "total_employees": 23,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1131076741.0,
      "total_employees": 22,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 13.",
        "Regulatory assets under management went from $953,228,816 to $1,131,076,741 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/the-kelly-group-bel-air-md-310140.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 840,
      "fewer_than_5": false,
      "raum": 402602313.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 247,
      "fewer_than_5": false,
      "raum": 645931230.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 14,
      "fewer_than_5": false,
      "raum": 72641405.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 3474628.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 6427165.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/310140",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}