KELLY INTELLIGENCE

Legal name: KELLY STRATEGIC MANAGEMENT, LLC

CRD 315259File 801-121745

APPROVED

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$81.7M

Bottom 25% of cohort (national)

Discretionary AUM

$81.7M

Clients

8 accounts

Employees

Bottom 25% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jul 13, 2021
Principal office: 7887 EAST BELLEVIEW AVE., SUITE 1100, DENVER, CO, 80111
Phone: 303-499-1959
Website: https://x.com/KellyETFs

Assets & accounts

ADV Item 5F

Total regulatory AUM: $81.7M
Discretionary AUM: $81.7M
Non-discretionary AUM: $0
Discretionary accounts: 8
Non-discretionary accounts: 0
Total accounts: 8
AUM per client: $10.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	8	$81.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for investment companies

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 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.