$12.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-21-2018
- Office Locations
- 1
Office Locations
4540 N Harrison RD Tucson AZ
About RD Kelley Financial Group
RD Kelley Financial Group is a Tucson-based, fee-only RIA led by CFP/CSA/CMFC Ricky Dean Kelley. The firm provides financial planning and portfolio construction for retail clients, including estate and tax planning coordination, insurance guidance, and 529/business-succession planning. Investment approach emphasizes asset allocation using ETFs, mutual funds, and fixed income; custodied with Charles Schwab.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
R
RICKY DEAN KELLEY
Owner, President
- CRD
- #1484898
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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