{"url":"https://nivawealth.com/firms/kelsey-financial-314950","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/314950","regulatoryAum":176190130,"crd":"314950","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7852978","suffix":null,"lastName":"Egnatchik","firstName":"Stephen","middleName":"Michael"},{"crd":"1174011","suffix":null,"lastName":"Fersht","firstName":"Ilan","middleName":"Meir"},{"crd":"5799239","suffix":null,"lastName":"Fersht","firstName":"Jonathan","middleName":"Michael"},{"crd":"6312251","suffix":null,"lastName":"GALLO","firstName":"ANNETTE","middleName":null},{"crd":"6245170","suffix":null,"lastName":"HOLMES","firstName":"KIEL","middleName":"SPENCER"},{"crd":"4845148","suffix":null,"lastName":"HOPPEL","firstName":"STEVEN","middleName":"EVERETT"},{"crd":"7490166","suffix":null,"lastName":"Tso","firstName":"Chandler","middleName":"Grant"}],"total":7,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-02-13","regulatoryAum":138386767,"clients":237,"employees":8,"offices":2},{"filedOn":"2025-03-19","regulatoryAum":149798910,"clients":263,"employees":7,"offices":2},{"filedOn":"2026-03-23","regulatoryAum":176190130,"clients":275,"employees":8,"offices":2}],"secFileNumber":"801-129004","legalName":"Kelsey Financial, LLC","displayName":"Kelsey Financial","slug":"kelsey-financial-314950","website":"https://kelseyfinancial.net/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California limited liability company","fiscalYearEnd":"December","headquarters":{"street":"485 E. 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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kelsey Financial have?","answer":"Kelsey Financial has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kelsey Financial invest in?","answer":"At the end of its last fiscal year, Kelsey Financial’s separately managed accounts held 59% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 9% state and local bonds, 6% cash and equivalents, 3% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% derivatives and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kelsey Financial?","answer":"Kelsey Financial’s direct owner is Steven Hoppel (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kelsey Financial get paid?","answer":"Kelsey Financial is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}