← Tributary

KELLY INTELLIGENCE

DENVER, CO · CRD 315259 · IAPD ↗ · 303-499-1959

$81.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — KELLY INTELLIGENCE reported RAUM up 133% ($35.0M -> $81.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2025 — KELLY INTELLIGENCE added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
December 2024 — KELLY INTELLIGENCE reported RAUM up 119% ($17.0M -> $37.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
October 2024 — KELLY INTELLIGENCE moved its main office from DENVER, CT to DENVER, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
35
April 2024 — KELLY INTELLIGENCE moved its main office from DENVER, CO to DENVER, CT.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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