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RIA · CRD 310140SEC-Registered

Updated:

The Kelly Group

THE KELLY GROUP is an SEC-registered investment adviser in BEL AIR, MD, registered since 2020. The firm manages $1.1 billion in regulatory assets under...

The Kelly Group

THE KELLY GROUP is an SEC-registered investment adviser in BEL AIR, MD, registered since 2020. The firm manages $1.1 billion in regulatory assets under management, $1.1 billion on a discretionary basis. It has 22 employees and 13 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Frequently asked questions

Does The Kelly Group participate in fund commitments or direct deals?

There is no public evidence of The Kelly Group making fund commitments or direct investments. No transactions or partnerships have been reported. The firm's investment activity is unknown.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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