KELLY FINANCIAL GROUP, LLC
Legal name: THE KELLY GROUP
CRD #310140 SEC #801-119450 BEL AIR, MD 410-893-0560
SEC Registered
Total AUM
$953.2M
Discretionary
$886.8M
Employees
23
Clients
--
Accounts
2,936
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $953.2M | $886.8M | $66.5M | 23 | 10 |
| Nov 2024 | $810.9M | $747.4M | $63.5M | 20 | 4 |
| Mar 2024 | $810.9M | $747.4M | $63.5M | 20 | 4 |
| Dec 2023 | $682.1M | $630.6M | $51.6M | 21 | 16 |
| Mar 2023 | $682.1M | $630.6M | $51.6M | 21 | 16 |
| Feb 2023 | $744.4M | $744.4M | $0 | 19 | 4 |
| Nov 2022 | $744.4M | $744.4M | $0 | 19 | 4 |
| Oct 2022 | $744.4M | $744.4M | $0 | 19 | 4 |
| Sep 2022 | $744.4M | $744.4M | $0 | 19 | 4 |
| Sep 2022 | $744.4M | $744.4M | $0 | 19 | 4 |
| Jun 2022 | $744.4M | $744.4M | $0 | 19 | 4 |
| Apr 2022 | $744.4M | $744.4M | $0 | 19 | 4 |
| Jul 2021 | $586M | $586M | $0 | 17 | 0 |
| Mar 2021 | $586M | $586M | $0 | 17 | 0 |
| Feb 2021 | $519.7M | $519.7M | $0 | 16 | 0 |
| Jan 2021 | $519.7M | $519.7M | $0 | 16 | 0 |
| Nov 2020 | $0 | $0 | $0 | 16 | 0 |
| Oct 2020 | $0 | $0 | $0 | 16 | 0 |
| Oct 2020 | $0 | $0 | $0 | 16 | 0 |
| Oct 2020 | $0 | $0 | $0 | 16 | 0 |
| Oct 2020 | $0 | $0 | $0 | 16 | 0 |
| Oct 2020 | $0 | $0 | $0 | 16 | 0 |
| Sep 2020 | $0 | $0 | $0 | 16 | 0 |
| Aug 2020 | $0 | $0 | $0 | 16 | 0 |
DateMar 2025
Total AUM$953.2M
Discretionary$886.8M
Non-Disc.$66.5M
Employees23
Clients10
DateNov 2024
Total AUM$810.9M
Discretionary$747.4M
Non-Disc.$63.5M
Employees20
Clients4
DateMar 2024
Total AUM$810.9M
Discretionary$747.4M
Non-Disc.$63.5M
Employees20
Clients4
DateDec 2023
Total AUM$682.1M
Discretionary$630.6M
Non-Disc.$51.6M
Employees21
Clients16
DateMar 2023
Total AUM$682.1M
Discretionary$630.6M
Non-Disc.$51.6M
Employees21
Clients16
DateFeb 2023
Total AUM$744.4M
Discretionary$744.4M
Non-Disc.$0
Employees19
Clients4
DateNov 2022
Total AUM$744.4M
Discretionary$744.4M
Non-Disc.$0
Employees19
Clients4
DateOct 2022
Total AUM$744.4M
Discretionary$744.4M
Non-Disc.$0
Employees19
Clients4
DateSep 2022
Total AUM$744.4M
Discretionary$744.4M
Non-Disc.$0
Employees19
Clients4
DateSep 2022
Total AUM$744.4M
Discretionary$744.4M
Non-Disc.$0
Employees19
Clients4
DateJun 2022
Total AUM$744.4M
Discretionary$744.4M
Non-Disc.$0
Employees19
Clients4
DateApr 2022
Total AUM$744.4M
Discretionary$744.4M
Non-Disc.$0
Employees19
Clients4
DateJul 2021
Total AUM$586M
Discretionary$586M
Non-Disc.$0
Employees17
Clients0
DateMar 2021
Total AUM$586M
Discretionary$586M
Non-Disc.$0
Employees17
Clients0
DateFeb 2021
Total AUM$519.7M
Discretionary$519.7M
Non-Disc.$0
Employees16
Clients0
DateJan 2021
Total AUM$519.7M
Discretionary$519.7M
Non-Disc.$0
Employees16
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0