KELLY & ASSOCIATES, LLC

KELLY & ASSOCIATES, LLC is an SEC-registered investment adviser (CRD 123466). Regulatory assets under management: $9.4M.

Registration

• CRD: 123466
• Type: Registered investment adviser
• Phone: 561-707-0552
• Latest filing: 2026-03-30
• Regulatory AUM: $9.4M
• Non-discretionary AUM: $9.4M
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123466 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search