Martin Kelly Capital Management, LLC is a large advisory firm based in San Diego. It manages $135.4 million of regulatory assets for 218 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, California, Florida, and 7 other states.
Martin Kelly Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Martin Kelly Capital Management, LLC is $135.4 million. The firm's AUM has grown by 411% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Martin Kelly Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Martin Kelly Capital Management, LLC is owned by Bill Clay Crafton. Michael Loren Seid joined the executive team most recently as the Chief Compliance Officer.
The principal office where Martin Kelly Capital Management, LLC performs its advisory services is located at 11512 El Camino Real, San Diego, CA 92130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-217-5347 or by fax 443-269-0458. The normal business hours are 9am-5pm on Monday - Friday.