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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kelly Financial Group have?","answer":"Kelly Financial Group has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kelly Financial Group invest in?","answer":"At the end of its last fiscal year, Kelly Financial Group’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 6% cash and equivalents and 1% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kelly Financial Group?","answer":"Kelly Financial Group’s direct owners are Robert Hammond (50% to 75%) and Scott Iles (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kelly Financial Group get paid?","answer":"Kelly Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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