← Tributary

KELLEY INVESTMENTS

· CRD 119099 · IAPD ↗ · kelleyinvestments.com · 858-350-1010

$238.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2026 — KELLEY INVESTMENTS notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2026 — KELLEY INVESTMENTS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.