Isaiah Smith
The Kelly Group · Bel Air, Maryland
Isaiah Smith is a fee-only financial advisor at The Kelly Group in Bel Air, Maryland. The Kelly Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Kelly Group |
|---|---|
| Based in | Bel Air, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.13B across 3,043 accounts |
| SEC registration | Investment adviser representative in MD · CRD 8127429 |
| Exams passed | Series 65 (2025) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | kellyria.com |
How Isaiah's firm compares
- The Kelly Group's average account is about $372,000, from its Form ADV (assets managed divided by 3,043 accounts).
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Questions about Isaiah
Is Isaiah Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Isaiah holds no broker registration, and The Kelly Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Isaiah charge for financial advice?
Isaiah's firm, The Kelly Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Isaiah Smith based?
Isaiah Smith is based in Bel Air, Maryland.
Is Isaiah Smith registered with the SEC?
Yes. Isaiah Smith is registered as an investment adviser representative in MD (CRD 8127429), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Kelly Group manage?
The Kelly Group reports $1.13B across 3,043 accounts in assets under management.
How do I contact Isaiah Smith?
Through Isaiah's website, kellyria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bel Air
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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