THE KELLY GROUP

Legal name: KELLY FINANCIAL GROUP, LLC

CRD 310140File 801-119450

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.13B

Above cohort median (national)

Discretionary AUM

$1.06B

Non-discretionary $75.5M

Clients

1,113

3,043 accounts

Employees

Above cohort median in MD

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Oct 2, 2020
Principal office: 48 EAST GORDON STREET, BEL AIR, MD, 21014
Phone: 410-893-0560
Website: https://www.linkedin.com/company/kelly-limited/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.13B
Discretionary AUM: $1.06B
Non-discretionary AUM: $75.5M
Discretionary accounts: 2,987
Non-discretionary accounts: 56
Total accounts: 3,043
AUM per client: $1.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	6	$6.4M
Charitable organizations	6	$3.5M
High net worth individuals	247	$645.9M
Pension and profit sharing plans	14	$72.6M
Individuals (other than high net worth individuals)	840	$402.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.