{"url":"https://nivawealth.com/firms/kelly-financial-services-291996","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/291996","regulatoryAum":623597927,"crd":"291996","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4799231","suffix":null,"lastName":"DOUCETTE","firstName":"MICHAEL","middleName":"PATRICK"},{"crd":"6049203","suffix":null,"lastName":"GABLE","firstName":"CHARLES","middleName":"WILLIAM"},{"crd":"7270167","suffix":null,"lastName":"KELLY","firstName":"MARY 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The fee is billed in arrears, is negotiable and has a $500 annual minimum.","source":"KELLY FORM ADV PART 2A 3-2026, filed 11 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kelly Financial Services use?","answer":"Kelly Financial Services’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $624M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kelly Financial Services have?","answer":"Kelly Financial Services has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 7 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 Services invest in?","answer":"At the end of its last fiscal year, Kelly Financial Services’ separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 6% cash and equivalents and 1% state and local 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 Services?","answer":"Kelly Financial Services’ direct owner is Kelly Kelly (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kelly Financial Services get paid?","answer":"Kelly Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees. 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