# The Kelly Group

> 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.

- CRD: 310140
- Filed as: THE KELLY GROUP
- Legal name: Kelly Financial Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bel Air, MD
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310140
- AdvisorCensus page: https://advisorcensus.com/firm/the-kelly-group-bel-air-md-310140

## Quick answers

**How is The Kelly Group compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Kelly Group located?**
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).

**Is The Kelly Group registered with the SEC or a state?**
The Kelly Group is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 310140.

**How much does The Kelly Group manage?**
The Kelly Group reports $1,131,076,741 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (93% discretionary).

**How have The Kelly Group's assets and staff changed since 2021?**
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.

**What types of clients does The Kelly Group serve?**
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).

**Which custodians does The Kelly Group use?**
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.

**Does The Kelly Group 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/310140

**What changed in The Kelly Group's recent Form ADV filings?**
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%).

## From the Form ADV filing

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

### 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: $1,131,076,741
- Discretionary: $1,055,607,403
- Non-discretionary: $75,469,338

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 840 | $402,602,313 |
| High net worth individuals | 247 | $645,931,230 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $72,641,405 |
| Charitable organizations | 6 | $3,474,628 |
| Corporations or other businesses not listed above | 6 | $6,427,165 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 22 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, DE, FL, GA, IN, MD, MI, NC, NH, NJ, OH, PA, SC, TN, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Bel Air, MD

### Websites listed on Form ADV (Item 1.I)
- kellyria.com
- Facebook @The-Kelly-Group-707034892669264
- LinkedIn @kelly-limited

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $585,989,689 | 17 | July 30, 2021 |
| October 2022 | $744,363,798 | 19 | September 30, 2022 |
| October 2023 | $682,137,668 | 21 | March 31, 2023 |
| October 2024 | $810,923,460 | 20 | March 28, 2024 |
| October 2025 | $953,228,816 | 23 | March 31, 2025 |
| October 2026 | $1,131,076,741 | 22 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 13.
- Regulatory assets under management went from $953,228,816 to $1,131,076,741 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Kelly Group (CRD 310140): Form ADV filing data as of October 2026.