← Tributary

THE KELLY GROUP

BEL AIR, MD · CRD 310140 · IAPD ↗ · 410-893-0560

$1.13BRegulatory AUM
13Advisory reps
22Employees
11Clients
More than 500Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — THE KELLY GROUP crossed $1B in regulatory AUM ($953.2M -> $1.13B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
53
April 2025 — THE KELLY GROUP added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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