The Kelly Group
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Overview
The Kelly Group is located at 48 East Gordon Street, Bel Air, MD. The firm employs 13 financial advisors to manage client portfolios and provide financial guidance. The Kelly Group is not a registered broker-dealer.
The Kelly Group oversees $810.9 million in assets under management across 2,737 accounts, of which 2,722 are discretionary and 15 are non-discretionary. Over the past year, the firm has provided financial planning services to 1,000 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at The Kelly Group includes asset-based, hourly, and fixed fees. The firm has 203 high net worth clients.
The Kelly Group is registered in the states of Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Maryland, Michigan, New Hampshire, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and West Virginia.
Assets Under Management
Number of Advisors
Disclosures
Office Location
The Kelly Group by the Numbers
$810.9 million
20
2,737
$296.3 thousand
Products and Services
The Kelly Group provides a number of financial services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. In the prior fiscal year, The Kelly Group provided 1000 of its customers with financial planning services. The Company is not engaged in selling products or offering services other than investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually depend on which service is offered. Fees billed by The Kelly Group likely consist of some blend of the following fee types: asset-based, hourly, or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm manages money for a broad range of investors. It caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 5 clients, The Kelly Group's biggest client type by number of accounts is high net worth investors, although it also serves 203 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 under management or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 19.15%
- Other Individuals - 78.49%
- Corporations - 1.89%
- Charitable Organizations - 0.47%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
The Kelly Group does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at The Kelly Group
Bel Air, MD
Bel Air, MD
Bel Air, MD
Bel Air, MD
Bel Air, MD
Bel Air, MD
Bel Air, MD
Blacksburg, VA
Bel Air, MD
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SmartAsset’s free advisor matching tool makes it easier to find a vetted advisor so you can make an informed decision and choose one that you feel best suits your individual needs. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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