# Kelsey Financial

Kelsey Financial is a RIA based in Moorpark, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Moorpark, United States
- **Region:** North America
- **Address:** United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** https://kelseyfinancial.net
- **LinkedIn:** https://www.linkedin.com/company/kelsey-financial-llc

## Regulatory record

- **CRD number:** 314950
- **SEC file number:** 801-129004
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314950

## About

Kelsey Financial, LLC is an SEC-registered investment adviser in Moorpark, CA, registered since 2024. The firm manages approximately $176 million in regulatory assets. It has 8 employees and 6 investment advisers.

## Questions

### Who runs investment decisions at Kelsey Financial?

No named principals or investment professionals are publicly associated with Kelsey Financial. The firm does not disclose its leadership team in any available source.

### Does Kelsey Financial participate in fund commitments or only direct deals?

The firm's investment approach is unknown. Without confirmed portfolio data or reported activity, it is not possible to determine whether it invests via funds or direct holdings.

### What investment stages does Kelsey Financial typically target?

No investment-stage preferences have been publicly disclosed. The firm's stage focus remains speculative.

### Which sectors does Kelsey Financial explicitly avoid?

No sector restrictions or preferences have been publicly stated. The firm's sector exposure is entirely unknown.

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- [OC Investment Management](https://altss.com/profile/oc-investment-management-lp)
- [MPOWER WEALTH MANAGEMENT, LLC](https://altss.com/profile/mpower-wealth-management-llc)

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Last updated: 2026-07-09T01:05:25.947Z

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