DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
K•••• W••••• M••••••••• I•••
Latest filing Apr 20, 2026
First filing on the tape Oct 16, 2023 · 10 filings
SEC status approved since Nov 15, 2023
RAUM
$161M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$161M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$80.3M
derived; firm RAUM over IAPD count
Employees
6
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$161M as of Apr 20, 2026
Mar 11, 2024$113M then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Apr 20, 2026
Mar 11, 20242 then
Employees (5.A)6 as of Apr 20, 2026
Mar 11, 20246 then
Private funds: no history
RAUM +20% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Apr 20, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $80.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $178,432derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
- Wrap fee program
- $161MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$161M100%
- Individual clients
- 529reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 900reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S••• L••••••• K•••• | Royal Oak, Mi | Jan 2, 2026 | 10 y | 1 |
| M••• J••• K•••• | Royal Oak, Mi | Jan 5, 2026 | 14 y | 1 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- M••• J••• K•••• from J• W• C••• A•••••••• I•••Jan 5, 2026 · Affiliated broker-dealer or bank to independent RIA
- S••• L••••••• K•••• from J• W• C••• A•••••••• I•••Jan 2, 2026 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- K••••• M•••• J••• · Ceo / Investment Advisor Representativecontrolsince 09/2023 · owns 75% or more
- K••••• S•••• L••••••• · Cco / Investment Advisor Representativecontrolsince 11/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Royal Oak, Mi · principal | 2 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 926 to 900Feb 20, 2026 to Mar 17, 2026
- Individual clients · 404 to 529Feb 20, 2026 to Mar 17, 2026
- Discretionary RAUM · $134M to $161MFeb 20, 2026 to Mar 17, 2026
- Individual RAUM · $134M to $161MFeb 20, 2026 to Mar 17, 2026
- RAUM · $134M to $161MFeb 20, 2026 to Mar 17, 2026
- Accounts · 815 to 926Sep 20, 2024 to Mar 13, 2025
- Individual clients · 380 to 404Sep 20, 2024 to Mar 13, 2025
- Financial planning clients · 0 to 0Sep 20, 2024 to Mar 13, 2025
- HQ city · SOUTHFIELD to ROYAL OAKSep 20, 2024 to Mar 13, 2025
- Discretionary RAUM · $113M to $134MSep 20, 2024 to Mar 13, 2025
- Individual RAUM · $113M to $134MSep 20, 2024 to Mar 13, 2025
- RAUM · $113M to $134MSep 20, 2024 to Mar 13, 2025
- Accounts · 0 to 815Dec 19, 2023 to Mar 11, 2024
- Advisory activities · 2 to 4Dec 19, 2023 to Mar 11, 2024
- Individual clients · unset to 380.0Dec 19, 2023 to Mar 11, 2024
- Employees · 7 to 6Dec 19, 2023 to Mar 11, 2024
- Discretionary RAUM · $0 to $113MDec 19, 2023 to Mar 11, 2024
- Individual RAUM · unset to 112692652.0Dec 19, 2023 to Mar 11, 2024
- RAUM · $0 to $113MDec 19, 2023 to Mar 11, 2024
- Wrap assets (manager) · unset to 0.0Dec 19, 2023 to Mar 11, 2024
- Wrap assets (sponsor) · unset to 0.0Dec 19, 2023 to Mar 11, 2024
- Business name · K•••• W••••• M••••••••• to K•••• W••••• M••••••••• I•••Oct 16, 2023 to Oct 20, 2023
- Legal name · K•••• W••••• M••••••••• to K•••• W••••• M••••••••• I•••Oct 16, 2023 to Oct 20, 2023
Signals
1 dated events
- K•••• W••••• M••••••••• filed its initial SEC registration (Form ADV)Oct 16, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@kellycapitalpartners.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 248-262-7217reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 248-327-7757reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/kelly-capital-partners-of-michiganreportedpublic record, Form ADV, Sep 19, 2026
- Website
- kellycapitalpartners.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 248-262-7217reportedpublic record, Form ADV, Apr 20, 2026
- Contact form
- kellycapitalpartners.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- kellycapitalpartners.com/meet-the-teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $80.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026