RD Kelley Financial Group
RIASEC Registered
Total AUM
$12M
Discretionary
$12M
100% of AUM
Avg account
$2.4M
Accounts
5
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 298189
- Website
- rdkelleyfinancial.com
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rd Kelley Financial Group operates as an independent registered investment advisor (RIA) focused on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a limited liability company and caters primarily to individual and family clients. With a straightforward fee structure that includes hourly charges and fixed fees, Rd Kelley Financial Group emphasizes a personalized approach to wealth management.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds25%
- Investment Grade Corp Bonds25%
- Exchange Traded Equities15%
- Non-Exchange Traded Equities15%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Ricky Kelley
PresidentCRD 1484898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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