KHALIS FINANCIAL ADVISORS LLC

KHALIS FINANCIAL ADVISORS LLC is an SEC-registered investment adviser (CRD 323950). Regulatory assets under management: $150K.

Registration

• CRD: 323950
• Type: Registered investment adviser
• Phone: 510-340-5080
• Latest filing: 2026-02-18
• Regulatory AUM: $150K
• Non-discretionary AUM: $150K
• Clients: 1
• Accounts: 1

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323950 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search