Chelsea Advisory Services, Inc

Overview

Chelsea Advisory Services, Inc. is a corporation that registered with the SEC in 2018 and is structured as an individually owned advisory firm focused on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its fee model is flexible, incorporating a percentage-of-AUM component alongside hourly and fixed-fee arrangements. Chelsea identifies as a capital allocator and reports affiliations with a broker-dealer and an insurance company. The firm does not describe itself as an active ESG investor. The ADV-level classification is unclassified. The firm’s filings indicate it is not designated as a “multi-state adviser,” though its reported footprint extends beyond a single state (see Location & Offices).

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices