RIA Intel›Advisers›Mississippi›KELLY CAPITAL GROUP, LLC

KELLY CAPITAL GROUP, LLC

Advisory

JACKSON, MS

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account

$167K

across 29 accounts

AUM per adviser

$2M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients19

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMS

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

19 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MS

Closest by assets under management. All figures from Form ADV.

FINANCIAL STRATEGIES GROUP INC

$6M

$3M

RUSSELL WEALTH MANAGEMENT, LLC

$2M

PATHWAY PLANNING INC

$12M

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