Kelly Capital Management, LLC

Kelly Capital Management, LLC (CRD# 132039) is a financial advisory firm headquartered in Chadds Ford, PA. They manage $66,110,110 in 164 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    164
    ACCOUNTS
  • Average Account Value
    $403,110
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, DE, PA, TX

Financial Advisors at Kelly Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
James V. Kelly
CRD#: 800928
1204 Baltimore Pike, Suite 305, Chadds Ford, PA 19317
96
Wealthminder
score

James Kelly (CRD# 800928) is an Investment Advisor Representative working at Kelly Capital Management, LLC in Chadds Ford, PA and has over 25 years of experience in the finance industry.

2
David P. Przywara
CRD#: 4879597
Weehawken, NJ
93
Wealthminder
score

David Przywara (CRD# 4879597) is an Investment Advisor Representative working at Kelly Capital Management, LLC in Weehawken, NJ and has over 11 years of experience in the finance industry.

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