Kelsey Financial, LLC
● SEC registered since 2024CRD 314950SEC# 801-129004Moorpark, CA
Reg. AUM
$176.2M
Employees
8
Accounts
269
Location
Moorpark, CA
Kelsey Financial, LLC assets under management
Kelsey Financial, LLC operates as an SEC-registered investment adviser based in Moorpark, CA. The firm has been registered since 2024. It reports $176.2 million in regulatory assets under management and employs 8 people.
Kelsey Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Everett Hoppel Control | Owner, Ceo, Cco, Cio, Iar | Over 75% | 2020 |
Frequently asked questions
How much does Kelsey Financial, LLC manage?
Kelsey Financial, LLC reports $176.2 million in regulatory assets under management on its Form ADV.
How many employees does Kelsey Financial, LLC have?
Kelsey Financial, LLC reports 8 employees.
Where is Kelsey Financial, LLC located?
Kelsey Financial, LLC is based in Moorpark, CA and has been SEC-registered since 2024.
Does Kelsey Financial, LLC disclose fund performance?
Kelsey Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 485 E. High Street, Moorpark, CA 93021 |
| Phone | 833-453-5739 |
| Fax | 833-453-5739 |
| Office hours | 7:00a.m. - 3:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$176.2M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$176.2Mregulatory AUM
Discretionary $176.2M