RIA Intel›Advisers›Colorado›KELLY STRATEGIC MANAGEMENT, LLC

KELLY STRATEGIC MANAGEMENT, LLC

Institutional

N·DENVER, CO

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$82M
1-Year AUM Growth
+106.0%
3-Year CAGR
+99.3%
Employees
2
Assets Under Management
Total AUM$82M
Discretionary AUM$82M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record11
First FilingJun 11, 2021
Latest FilingMar 30, 2026
🔒 Full AUM trend chart and 11 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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