# KHALIS FINANCIAL ADVISORS LLC

KHALIS FINANCIAL ADVISORS LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 323950
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323950

## About

KHALIS FINANCIAL ADVISORS LLC is a state-registered investment adviser. The firm manages approximately $150,166 in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at KHALIS FINANCIAL ADVISORS LLC?

Public records do not name specific principals or investment professionals at the firm. No SEC filings or media reports identify a CEO, CIO, or managing member.

### What services does KHALIS FINANCIAL ADVISORS LLC provide?

As a state-registered RIA, KHALIS FINANCIAL ADVISORS is authorized to provide investment advisory services, including portfolio management, financial planning, and related consulting to clients.

### What is the AUM of KHALIS FINANCIAL ADVISORS LLC?

The firm does not publicly disclose its AUM in any available source. It remains undisclosed.

### Where is KHALIS FINANCIAL ADVISORS LLC headquartered?

No official address or city is confirmed from public records or the firm’s own materials.

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Last updated: 2026-06-03T20:00:00.000Z

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