KELSEY FINANCIAL, LLC

KELSEY FINANCIAL, LLC of MOORPARK, CA is an SEC-registered investment adviser (CRD 314950). Regulatory assets under management: $176.2M.

Registration

• CRD: 314950
• SEC file number: 801-129004
• Type: Registered investment adviser
• Location: 485 E. HIGH STREET, MOORPARK, CA, 93021
• Phone: 833-453-5739
• Latest filing: 2026-03-23
• Regulatory AUM: $176.2M
• Discretionary AUM: $176.2M
• Clients: 8
• Accounts: 269

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (2)

Branch offices (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314950 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search