KELLY INVESTMENT MANAGEMENT, LLC

KELLY INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 322335). Regulatory assets under management: $571K.

Registration

• CRD: 322335
• Type: Registered investment adviser
• Phone: 919-791-8884
• Latest filing: 2026-05-06
• Regulatory AUM: $571K
• Discretionary AUM: $285K
• Non-discretionary AUM: $285K
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed.

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 322335 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search