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KELLY FINANCIAL SERVICES LLC
CRD 291996File 801-112431
APPROVED
Retail clients
Filing as of Aug 14, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.