SourcingSourcing

KELLY STRATEGIC MANAGEMENT, LLC

C36
CRD 315259·SEC 801-121745·DENVER, CO
AUM
$81.7M
$25M-$100M
Est. Revenue
$817K
@ 1% on AUM
Est. EBITDA
$245K
@ 30% margin
Est. Deal Value
$2.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KELLY STRATEGIC MANAGEMENT, LLC
CRD
315259
SEC file #
801-121745
EIN
270159296
DBA names
Kelly Intelligence

Economics

AUM
$81.7M
AUM band
$25M-$100M
AUM trajectory
'25'26
$35.0M → $81.7M▲ +133%
Client mix
Investment Companies8

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
1 advisors → 2 advisors▲ +100%
Primary office
DENVER CO
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
x.com/kellyetfs

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KELLY INTELLIGENCE, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
KELLY INTELLIGENCE, LLC
KELLY, KEVIN, RICHARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:x.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001593324
Edgar Registered
Yes
Edgar Filing Count
46
Edgar First Filing Date
2016-02-08
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
44
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001593324-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Edgar Addresses
Mailing
4 ORINDA WAYSUITE 100-AORINDA, CA 94563
Business
4 ORINDA WAYSUITE 100-AORINDA, CA 94563
Edgar EIN
270159296
Edgar Recent Filings
13F-HR2026-05-11 · 0001593324-26-000004
13F-HR2026-02-12 · 0001593324-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Trust Company Affiliate
No

People (1)

1
KEVIN RICHARD KELLY
Executive Officer · 2.5%
4804258