Martin Kelly Capital Management, LLC (San Diego)

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.

Martin Kelly Capital Management: assets under management

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 firm manages $6.25 million in discretionary accounts and $129.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $178.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $705.75 thousand.

Fees & Commissions

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.

Careers at Martin Kelly Capital Management, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Martin Stuthers	Chief compliance officer	1 May 2006	Other	1841281
Bill Clay Crafton	Owner	1 Jun 2006	75% - 100%	4018081
Gavin Lucas Hamels	Sr vice president	1 Feb 2007	Other	4701012
Michael Loren Seid	Partner	1 Oct 2007	Other	2872749
Michael Loren Seid	Chief compliance officer	1 Dec 2009	75% - 100%	2872749

Based in San Diego

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.