Khalis Financial Advisors LLC

Overview

Khalis Financial Advisors LLC is a small, owner-operated advisory firm organized as an LLC that focuses on advisory and planning work rather than broad institutional asset-gathering. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting. It structures fees flexibly — charging a percentage of assets under management, hourly and fixed fees, and even performance-based fees when appropriate. Investment activity centers on publicly available pooled vehicles, with a clear preference for mutual funds and other public funds to implement client allocations. The firm is not marked as an active ESG investor and appears to operate under a single-state footprint. Though the adviser lists institutional clients as its client base, the current asset and account counts indicate a very small, concentrated practice that manages assets on a non-discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices