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Connelly Capital Management, LLC (Jackson)


Connelly Capital Management, LLC is a mid-sized advisory firm based in Jackson. It manages $14.03 million of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2004.

Connelly Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Connelly Capital Management: assets under management

The assets under management (AUM) of Connelly Capital Management, LLC is $14.03 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 251% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $14.03 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.28 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Connelly Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based 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.

Based in Jackson

The principal office where Connelly Capital Management, LLC performs its advisory services is located at 320 Spruce Drive Jhg&T, Jackson, WY 83001, 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 307-739-2181 or by fax 307-739-2181. The normal business hours are 8:00 am - 4:00 pm on Monday - Friday.


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