KELLY FINANCIAL GROUP LLC

KELLY FINANCIAL GROUP LLC of ENCINITAS, CA is an SEC-registered investment adviser (CRD 282172). Regulatory assets under management: $89.6M.

Registration

• CRD: 282172
• Type: Registered investment adviser
• Location: 332 ENCINITAS BLVD SUITE 100, ENCINITAS, CA, 92024
• Phone: 7604528002
• Latest filing: 2026-03-23
• Regulatory AUM: $89.6M
• Discretionary AUM: $89.6M
• Clients: 1
• Accounts: 303

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282172 on SEC IAPD (source of record)
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