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Kelsey Financial, LLC

● SEC registered since 2024CRD 314950SEC# 801-129004Moorpark, CA
Export (members)
Reg. AUM
$149.8M
Employees
7
Accounts
263
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 $149.8 million in regulatory assets under management and employs 7 people.
www.kelseyfinancial.netView on SEC.gov ↗

Kelsey Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Steven Everett Hoppel ControlOwner, Ceo, Cco, Cio, IarOver 75%2020

Frequently asked questions

How much does Kelsey Financial, LLC manage?

Kelsey Financial, LLC reports $149.8 million in regulatory assets under management on its Form ADV.

How many employees does Kelsey Financial, LLC have?

Kelsey Financial, LLC reports 7 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

Address485 E. High Street, Moorpark, CA 93021
Phone833-453-5739
Fax833-453-5739
Office hours7:00a.m. - 3:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$149.8M
Non-discretionary$0
Total (RAUM)$149.8M