RIA Intel›Advisers›Louisiana›MORT KELLY FINANCIAL SERVICES, LLC

MORT KELLY FINANCIAL SERVICES, LLC

Advisory

Data as of Jan 6, 2026 · Source: SEC Form ADV

Average account

$50K

across 7 accounts

AUM per adviser

$347K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 6, 2026.

Total AUM

$347K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$347K

Discretionary AUM$239K

Non-Discretionary AUM$108K

Discretionary %68.9%

Total Clients7

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA

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

7 clients

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

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Advisers of similar size in LA

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

GLOBAL FINANCIAL INC.

BATON ROUGE, LA

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FRED MAHER MILLER JR.

$625K

CONSORTIUM PRIVATE WEALTH LLC

SLIDELL, LA

$650K

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