KELLY FINANCIAL GROUP LLC

RIASEC Registered

Total AUM

$89.6M

Discretionary

$89.6M

100% of AUM

Avg account

$296K

Accounts

303

Employees

1

Advisory reps

1

Firm details

Headquarters: ENCINITAS, California
CRD number: 282172
Website: www.thekellyfinancialgroup.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI80.66%
Individuals19.34%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Kelly Financial Group LLC operates as an independent registered investment advisor organized as an LLC and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management for individual clients and small businesses. Its billing mixes a percentage-of-assets model with hourly fees. The firm does not characterize itself as an active ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities56%
Public Funds/Mutual Funds31%
Investment Grade Corp Bonds5%
Cash & Cash Equivalents5%
US Government Bonds2%

Contacts

1 of 1

SEAN KELLY
OwnerCRD 5043096

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 75

Active vs passive

$377M in ETFs

Passive

52%

$196M

Active

48%

$181M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
JPMORGAN BETABUILDERS US EQUITY ETF (BBUS)	JP Morgan	Passive	Large Blend	$58.3M	497,791	15.46%

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Primary office

ENCINITAS, CA

SAN DIEGO

Location

ENCINITAS, CA

Headquartered in ENCINITAS, CA, in the West of the United States.

Region: West
County: SAN DIEGO
Address: 332 Encinitas Blvd
Time zone: PT (UTC-8)
Office locations

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