Kelsey Financial, LLC
Kelsey Financial, LLC is an SEC-registered mass-market adviser in Moorpark, CA with $176.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Kelsey Financial, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314950, SEC 801-129004, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $176.2M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Moorpark, CA
- Employees
- 8
- Clients
- 274
- CRD
- 314950
- Ownership
- HOPPEL, STEVEN, EVERETT
How much AUM does Kelsey Financial, LLC have?
Kelsey Financial, LLC reported $176.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Kelsey Financial, LLC?
Disclosed owners and executives of Kelsey Financial, LLC include HOPPEL, STEVEN, EVERETT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.