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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2020
- Office Locations
- 2
Office Locations
About THE Kelly Group
The Kelly Group is a Bel Air, MD RIA providing comprehensive financial planning and wealth management, including investment management plus college, retirement and estate planning. They focus on Harford County families, farms and small businesses, and also serve high-net-worth individuals and federal government employees. The firm emphasizes a long-term “100-year” community commitment and works with Fidelity/NFS custody.
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Owner & Executives
CHAD THOMAS ARRINGTON
Partner
- CRD
- #5675731
- Ownership
- 10% but less than 25%
THOMAS JOSEPH CUSICK
Partner
- CRD
- #6670047
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
Unlock allContacts
Jacob Peter Adkins
Financial Planner
- CRD
- #6808246
MICHAEL JOSEPH BERTRAND
Vice President of Trading, Operations & Portfolio Administration
- CRD
- #2217748
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,055,607,403 | $353,401 |
| Non-Discretionary | $75,469,338 | $1,347,667 |
| Total | $1,131,076,741 | $371,698 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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