# KELLY FINANCIAL GROUP, LLC

KELLY FINANCIAL GROUP, LLC of BEL AIR, MD is an SEC-registered investment adviser.

## Registration

- CRD: 310140
- Type: SEC-registered investment adviser
- SEC file number: 801-119450
- Location: 48 EAST GORDON STREET, BEL AIR, MD, 21014
- Phone: 410-893-0560
- Latest filing: 2026-03-31
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $75.5M
- Clients: 22
- Accounts: 3,043

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Kelly A Elliott | MANAGING MEMBER; OWNER; TRUSTEE | Kingston, NJ |
| Chad Thomas Arrington | MEMBER | — |
| Bryan Elliott Kelly | MANAGING MEMBER; TRUSTEE | — |
| Anika Simonne Jones | CHIEF COMPLIANCE OFFICER | — |
| Katherine Virginia Kelly | TRUSTEE | — |
| Thomas Joseph Cusick | MEMBER | — |
| MENDOZA MELANIE HOPE | CHIEF COMPLIANCE OFFICER | — |
| ARRINGTON CHAD THOMAS | MEMBER | — |
| WOLPOFF CHARLES ROBERT | CHIEF COMPLIANCE OFFICER | — |
| JONES ANIKA | CHIEF COMPLIANCE OFFICER | — |
| JONES ANIKA SIMONNE | CHIEF COMPLIANCE OFFICER | — |
| KELLY KATHERINE VIRGINIA | TRUSTEE | — |
| CUSICK THOMAS JOSEPH | MEMBER | — |
| KELLY KATHERINE | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310140/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310140/similar
- Related entities: https://search.stillhousedata.com/firm/310140/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310140

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.