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HAMMOND ILES WEALTH ADVISORS
Legal name: KELLY FINANCIAL GROUP, LLC
CRD 136372File 801-64528
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$474.9M
Above cohort median (national)
Discretionary AUM
$474.9M
Clients
982
2,324 accounts
Employees
7
Below cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jul 20, 2005
- Principal office
- 100 GREAT MEADOW ROAD, SUITE 701, WETHERSFIELD, CT, 06109
- Phone
- 860-258-2600
- Website
- HTTP://WWW.HAMMONDILES.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $474.9M
- Discretionary AUM
- $474.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,324
- Non-discretionary accounts
- 0
- Total accounts
- 2,324
- AUM per client
- $484K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 11 | $3.2M |
| High net worth individuals | 127 | $261.1M |
| Individuals (other than high net worth individuals) | 844 | $210.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 11 | 7 | decreased by4 |
| Mar 1, 2026 | Clients | 929 | 982 | increased by53 |
| Mar 1, 2026 | AUM | $387,374,168 | $474,882,133 | increased by$87,507,965 |
| Mar 1, 2026 | Accounts | 2,063 | 2,324 | increased by261 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 295 | 929 | increased by634 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $89,523,291 | $387,374,168 | increased by$297,850,877 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 418 | 2,063 | increased by1,645 |
| Apr 1, 2022 | Employees | 10 | 9 | decreased by1 |
| Apr 1, 2022 | Clients | 290 | 295 | increased by5 |
| Apr 1, 2022 | AUM | $74,949,635 | $89,523,291 | increased by$14,573,656 |
| Apr 1, 2022 | Accounts | 402 | 418 | increased by16 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HAMMOND ILES” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HAMMOND ILES” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.