CRD: 282172
Kelly Financial Group LLC
$89.6M Total AUM
$89.6M Disc. AUM
-- 3Y CAGR
1 Employees
133 ADV. Clients
10 yrs Firm Age
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- Custodian
- Empower · Wells Fargo
- Clients
- Retail
- Platforms
- Foundation
- Established Date
- 05-11-2016
- Office Locations
- 1
Office Locations
332 Encinitas Blvd Suite 100 Encinitas CA
About Kelly Financial Group LLC
Kelly Financial Group is an independent, fee-only fiduciary RIA providing custom financial planning and investment management for investors across life stages, including entrepreneurs and retirees. Strategies are tailored to each client’s goals, circumstances, and risk tolerance and often implemented with ETFs and mutual funds. The firm differentiates by incorporating a broader network of planning experts into its client service model.
Team overview
39 AVG AGE
$89.6M AVG AUM / ADVISOR
$673.6K AVG AUM / CLIENT
10.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Bridge ember Optima
Client Personas
Harbor radial Focus summit
Custodian
Value Atlas signal
Investment Themes
Glacier focus
Investment Vehicles
Meridian
Services
Meridian Fusion prime Optima momentum Bridge insight Pathway legacy
Technology
Unison pathway
Owner & Executives
SEAN MICHAEL KELLY
Founder
- CRD
- #5043096
- Ownership
- 75% or more
(248) 978-1538
pathway.vital@beaconcapital.com
in linkedin.com/in/timber-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,582,183 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,582,183 | -- |
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Separately Managed Accounts
Total SMA Asset: $89,582,183
Equity - Exchange:
33.0% Public Funds:
25.0% Cash:
11.8% Corporate - Investment Grade:
8.6% U.S. Government/Agency:
8.3% Municipal Bonds:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,489,309,680 | 33.0% |
| Public Funds | $1,128,264,909 | 25.0% |
| Cash | $532,541,037 | 11.8% |
| Corporate - Investment Grade | $388,123,129 | 8.6% |
| U.S. Government/Agency | $374,583,950 | 8.3% |
| Municipal Bonds | $600,236,932 | 13.3% |
| Total | $4,513,059,637 | 100.0% |