Kelly Intelligence is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 30, 2026, reports $82M in regulatory assets under management, 4 employees, 1 office, and 8 accounts.
Assets Under Management
$82M
Employees
4
Offices
1 office
Total Clients
8
Primary office
DENVER, CO
7887 EAST BELLEVIEW AVE., SUITE 1100, DENVER, CO, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$82Mas of March 30, 2026
Discretionary100.0%
$82M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$82M
Total Accounts8
10Y AUM Change+$82M
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee2:1
10Y Employee Change+1 (+33.3%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.