Chelsea Advisory Services, Inc

Overview

Chelsea Advisory Services, Inc. is a corporately structured SEC-registered investment adviser that began registration in 2018 and is owned by an individual. The firm serves primarily individual and family clients and positions itself as a capital allocator that also selects outside advisers when appropriate. Its advisory offerings center on financial planning, portfolio management for individuals and small businesses, and advisor-of-advisors work. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm reports industry relationships with broker-dealers and insurance companies and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

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Location & Offices