$4.8M Total AUM
$4.8M Disc. AUM
-- 3Y CAGR
2 Employees
19 ADV. Clients
9 yrs Firm Age
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- Custodian
- Capital Group · Interactive Brokers · Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-05-2017
- Office Locations
- 2
Office Locations
317 East Capitol ST STE 200 Jackson MS
-- Jackson MS
About Kelly Capital Group, LLC
Providence Capital Management, LLC (CRD 288475) advises individuals, families, nonprofits, entrepreneurs, and select institutions. The firm emphasizes a goals- and comfort-level driven investment process, combining financial planning (including tax/estate considerations) with portfolio construction and ongoing asset management. Public filings indicate ETF-heavy portfolios and use of Interactive Brokers.
Team overview
-- AVG AGE
$2.4M AVG AUM / ADVISOR
$255.1K AVG AUM / CLIENT
5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
ETHAN J KELLY
Investment Advisor Representative, Owner, President
- CRD
- #6545958
- Ownership
- 75% or more
Available
Available
Available
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S
Stephanie Kelly
Vice President
- CRD
- #7620958
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,846,823 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,846,823 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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