A complete list of active advisors currently associated with Kelly Investment Management, LLC

Warmer can help you find a great advisor at Kelly Investment Management, LLC or one who fits your needs even better.

Kelly Investment Management, LLC serves individuals, families and small-business owners by providing investment advisory services and financial planning consulting. The firm offers managed accounts and written investment strategies, and clients may impose investment restrictions in writing. The firm tailors advice to client objectives, time horizon and risk tolerance, employing techniques such as asset allocation, dollar‑cost averaging, technical analysis and both long‑ and short‑term purchases. Services are provided through both discretionary and non‑discretionary arrangements, with suitability checks and a client risk‑profile questionnaire used to guide recommendations. A distinctive feature for a solo independent adviser is that a material portion of the firm’s assets is managed on a non‑discretionary basis, an arrangement that is less common among peers. Kelly Investment Management also offers fixed‑fee standalone planning services (for example, Financial Health Check‑Up, Budgeting & Saving Strategy, Debt Management & Reduction Plan, Retirement Planning Session, Investment Portfolio Review), may provide complimentary ongoing planning for clients meeting a stated asset threshold, and does not receive commissions or referral fees.

To learn more about the advisors currently working at Kelly Investment Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Thomas Kelly III	Raleigh, NC	5

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