KELLY INVESTMENT MANAGEMENT, LLC

other names
  • KELLY INVESTMENT MANAGEMENT, LLC
  • HAVEN FINANCIAL ADVISORY
  • COFACTOR FINANCIAL

Adviser Profile
As of Date 03/11/2026
Adviser Type
Number of Employees 1
of those in investment advisory functions 1
Registration North Carolina, Approved, 08/22/2022
AUM* 570,794 154%
of that, discretionary 285,296 27%
Private Fund GAV* 0
Avg Account Size 71,349 -36%
SMA’s No
Private Funds 0
Contact Info 919 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees