Kelsey Financial, LLC

RIASEC & State Registered

Total AUM

$176M

Discretionary

$176M

100% of AUM

Avg account

$655K

Accounts

269

Employees

Advisory reps

Firm details

Headquarters: Moorpark, California
CRD number: 314950
Registered since: January 30, 2024
Website: www.kelseyfinancial.net
Custodians: 3000 SCHWAB WAY
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.58%
Individuals24.71%
Other Investment Advisers1.12%
Other0.59%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kelsey Financial, LLC is an independent, owner-operated registered investment adviser structured as an LLC. The firm is SEC-registered (2024) and identifies as a capital allocator serving both individual and family clients as well as institutional clients. Its advisory menu covers financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, selection of other advisers, pension consulting services, and educational seminars/workshops. The firm also operates as an insurance broker and bills clients through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Kelsey Financial does not position itself as an active ESG investor.