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| Keyboard |
| Kelsey Financial LLC
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|---|---|
| CRD # | 314950 |
| SEC # | 801-129004 |
| CIK # | 0002022609 |
| AUM | 176.2 M (2026-03-23) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 833-453-5739 |
| Address | 485 E High Street Moorpark, CA 93021 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amgen Inc | 7.7 | ||
| Broadcom Inc | 7.4 | ||
| Apple Inc | 1.8 | ||
| Nvidia Corp | 1.4 | ||
| Tesla Motors Inc | 1.1 | ||
| Agilent Technologies Inc | 0.8 | ||
| Microsoft Corp | 0.8 | ||
| Enterprise Products Partners L P | 0.8 | ||
| Home Depot Inc | 0.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 224 | 43.5 |
| (b) Individuals (high net worth individuals) | 45 | 129.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 2.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 5 | 1.0 |
| Total | 269 | 176.2 |
| By Discretionary | ||
| Discretionary | 269 | 176.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 269 | 176.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 176.2 | |
| Total | 269 | 176.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002022609] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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