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KELLY FINANCIAL SERVICES LLC
CRD 291996File 801-112431
APPROVED
Retail clients
Filing as of Aug 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$623.6M
Above cohort median (national)
Discretionary AUM
$553.9M
Non-discretionary $69.7M
Clients
1,401
3,094 accounts
Employees
10
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Other (specify)
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 12, 2018
- Principal office
- 10 FORBES ROAD, STE 130, BRAINTREE, MA, 02184
- Phone
- 781-849-3090
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $623.6M
- Discretionary AUM
- $553.9M
- Non-discretionary AUM
- $69.7M
- Discretionary accounts
- 2,703
- Non-discretionary accounts
- 391
- Total accounts
- 3,094
- AUM per client
- $445K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 205 | $306.2M |
| Individuals (other than high net worth individuals) | 1,196 | $317.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 11 | 10 | decreased by1 |
| Apr 1, 2026 | AUM | $506,455,401 | $623,597,927 | increased by$117,142,526 |
| Apr 1, 2026 | Accounts | 3,240 | 3,094 | decreased by146 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 11 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,365 | 1,401 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $391,242,496 | $506,455,401 | increased by$115,212,905 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,258 | 3,240 | decreased by18 |
| Apr 1, 2022 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2022 | Clients | 1,502 | 1,365 | decreased by137 |
| Apr 1, 2022 | AUM | $323,174,357 | $391,242,496 | increased by$68,068,139 |
| Apr 1, 2022 | Accounts | 3,114 | 3,258 | increased by144 |
| 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 “KELLY FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KELLY FINANCIAL” 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.