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James Vincent Kelly

KELLY CAPITAL MANAGEMENT, LLC·CHADDS FORD, Pennsylvania
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1204 BALTIMORE PIKE, CHADDS FORD, PA 19317-7374CRD# 800928Firm CRD# 132039
01

About

James Vincent Kelly is a registered financial advisor based in CHADDS FORD, Pennsylvania, affiliated with KELLY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
KELLY CAPITAL MANAGEMENT, LLC
KELLY CAPITAL MANAGEMENT, LLC
AUM
$55M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KELLY CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 800928
Firm CRD# 132039
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Vincent Kelly offer?
James Vincent Kelly specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHADDS FORD, Pennsylvania for a consultation.
What are James Vincent Kelly's credentials?
James Vincent Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Vincent Kelly located?
James Vincent Kelly is based in CHADDS FORD, Pennsylvania, working with KELLY CAPITAL MANAGEMENT, LLC. Their office serves clients in the CHADDS FORD metropolitan area and surrounding communities.
How does James Vincent Kelly charge for services?
James Vincent Kelly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KELLY CAPITAL MANAGEMENT, LLC?
KELLY CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHADDS FORD
Kevin Charles Quinn — QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLCBarbara Mckeon Quinn — QUINN WEALTH ADVISORS, A SERIES OF INDEPEN. WEALTH PARTNERS, LLCWilliam Henry Kantner — CHARTERED ADVISORY GROUP, INC.Andrew Christopher Zimmerman — DT INVESTMENT PARTNERS, LLCJohn Joseph Brett — RED GATE ADVISERS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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