The Kelly Group

Firm record

As recorded in SEC IAPD

Firm CRD

310140

SEC number

801-119450

Firm type

RIA

Assets under management

$1.1B as of Mar 31, 2026

Website

www.linkedin.com/company/kelly-limited ↗

Phone

410-893-0560

Address

48 East Gordon Street, Bel Air, MD, 21014

Advisors at this firm

15 in our index · page 1 of 1

• Chad Thomas ArringtonCRD 5675731 · Bel Air, MD
  IA RegisteredRegistration inactive
• Jacob Peter AdkinsCRD 6808246 · Bel Air, MD
  IA RegisteredRegistration inactive
• Michael Joseph BertrandCRD 2217748 · Bel Air, MD
  IA RegisteredRegistration inactive
• Thomas Joseph CusickCRD 6670047 · Bel Air, MD
  IA RegisteredRegistration inactive
• Candace Alise ClipperCRD 6306899 · Bel Air, MD
  IA Registered
• Richard Alan FletcherCRD 2234683 · Bel Air, MD
  IA RegisteredRegistration inactive
• Jordan Lee HeapsCRD 6442311 · Bel Air, MD
  IA RegisteredRegistration inactive
• Bryan Elliott KellyCRD 2284469 · Bel Air, MD
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lauren MadisonCRD 7431698 · Bel Air, MD
  IA Registered
• Michael Robert PirolliCRD 6999179 · Bel Air, MD
  IA RegisteredRegistration inactive
• Quinn Charles SutkerCRD 7908446 · Bel Air, MD
  IA Registered
• Emily C SmithCRD 7996820 · Bel Air, MD
  IA Registered
• Isaiah SmithCRD 8127429 · Bel Air, MD
  IA Registered
• Zachary Michael SmithCRD 6959970 · Blacksburg, VA
  IA Registered
• Charles Robert WolpoffCRD 4432165 · Bel Air, MD
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.