Kelly Financial Group, Llc
- Regulatory AUM
- $475M
- Discretionary
- $475M
- Clients
- 982
- Avg AUM / client
- $484K
- Accounts
- 2,324
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Jul 30, 2026
Investments (13F portfolio — 107 positions, $450,059,536)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | J P Morgan Exchange Traded F | BETABUILDRS US | $70,842,754 | 525,852 | 15.7% | 14.9% |
| 2 | J P Morgan Exchange Traded F | INTRNL RES EQT | $37,867,117 | 459,051 | 8.41% | 7.97% |
| 3 | J P Morgan Exchange Traded F | CORE PLUS BD ETF | $32,239,348 | 686,820 | 7.16% | 6.79% |
| 4 | J P Morgan Exchange Traded F | ACTIVEBLDRS EMER | $31,316,020 | 490,232 | 6.96% | 6.59% |
| 5 | Pimco Etf Tr | ENHNCD LW DUR AC | $28,629,655 | 299,442 | 6.36% | 6.03% |
| 6 | Ishares Tr | RUS 1000 GRW ETF | $24,641,345 | 198,448 | 5.48% | 5.19% |
| 7 | Dimensional Etf Trust | US TARGETED VLU | $23,062,175 | 329,931 | 5.12% | 4.86% |
| 8 | Ishares Tr | CORE US AGGBD ET | $20,212,184 | 204,205 | 4.49% | 4.26% |
| 9 | J P Morgan Exchange Traded F | BETABUILDERS US | $19,611,481 | 200,552 | 4.36% | 4.13% |
| 10 | J P Morgan Exchange Traded F | US QUALTY FCTR | $19,535,977 | 270,282 | 4.34% | 4.11% |
| 11 | Dimensional Etf Trust | US LARG VALU ETF | $16,894,489 | 427,276 | 3.75% | 3.56% |
| 12 | Dimensional Etf Trust | INTL SMALL CAP E | $10,566,211 | 301,633 | 2.35% | 2.23% |
| 13 | Ishares Tr | MSCI USA MIN ETF | $9,463,708 | 98,110 | 2.1% | 1.99% |
| 14 | Apple Inc | COM | $9,426,451 | 32,651 | 2.09% | 1.99% |
| 15 | J P Morgan Exchange Traded F | INCOME ETF | $6,078,885 | 132,006 | 1.35% | 1.28% |
| 16 | Dimensional Etf Trust | INTERNATNAL VAL | $5,282,457 | 97,787 | 1.17% | 1.11% |
| 17 | J P Morgan Exchange Traded F | BETABUILDERS I | $5,005,647 | 64,109 | 1.11% | 1.05% |
| 18 | J P Morgan Exchange Traded F | US MOMENTUM | $4,530,747 | 53,016 | 1.01% | 0.95% |
| 19 | Voya Financial Inc | COM | $4,077,462 | 4,077,462 | 0.91% | 0.86% |
| 20 | Ishares Tr | RUS TP200 GR ETF | $4,064,321 | 13,985 | 0.9% | 0.86% |
| 21 | Microsoft Corp | COM | $3,786,099 | 10,150 | 0.84% | 0.8% |
| 22 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $3,513,045 | 16,511 | 0.78% | 0.74% |
| 23 | Ishares Tr | CORE MSCI TOTAL | $3,037,850 | 31,830 | 0.68% | 0.64% |
| 24 | J P Morgan Exchange Traded F | BETABUILDERS US | $2,984,177 | 64,944 | 0.66% | 0.63% |
| 25 | Ishares Tr | GOV/CRED BD ETF | $2,942,665 | 28,342 | 0.65% | 0.62% |
Top 25 of 107 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 844 | $211M | 44.3% |
| High net worth individuals | 127 | $261M | 55.0% |
| Charitable organizations | 11 | $3.2M | 0.68% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jones Junction Inc 401(k) Profit Sharing Plan & Trust Jones Junction Inc | 2024 | |
| Western Reserve Academy Employee Retirement Plan Western Reserve Academy | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Gregory Hammond | Ceo/Managing Member | CFP | Jan 2005 (22y) | 50% – 75% |
| Scott Thomas Iles | President | Jan 2005 (22y) | 25% – 50% | |
| Ledwith, Mary, T | Chief Financial Officer | May 2022 (4y) | Less than 5% | |
| Scott Richard Solod | Chief Compliance Officer | Sep 2024 (2y) | Less than 5% | |
| Kevin Patrick Iles | Registered representative | Aug 2020 (6y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jones Junction Inc 401(k) Profit Sharing Plan & Trust | Jones Junction Inc | 510 | $23.3M | 01/01/2024 |
| Western Reserve Academy Employee Retirement Plan | Western Reserve Academy | 119 | $11.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/20/2026 | 975 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $474M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗