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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-22-2022
- Office Locations
- 1
Office Locations
About Kelly Investment Management, LLC
Haven Financial Advisory is a Raleigh, NC fee-only fiduciary CFP practice serving Triangle-area families, individuals, and small business owners. It provides comprehensive financial planning and ongoing wealth management, including 401(k)/IRA optimization, asset allocation and risk management, retirement income with Social Security/RMD planning, and student loan strategies, plus insurance and estate planning. Public profile data shows portfolios are predominantly ETF-based.
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Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS VINCENT KELLY III
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #6432291
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $285,296 | -- |
| Non-Discretionary | $285,498 | -- |
| Total | $570,794 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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