CHELSEA ADVISORY SERVICES, INC

Overview

Chelsea Advisory Services, Inc. is a small, owner-operated advisory firm that focuses on serving individual and family clients through financial planning, discretionary portfolio management and the selection of external advisers. The firm leans heavily on pooled public funds and mutual funds as the core building blocks of client portfolios, while also acting as a capital allocator to third-party managers where appropriate. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements, allowing flexibility for both ongoing portfolio oversight and project-based planning work. Investment activity is centered on active discretionary management — nearly all reported assets are managed on a discretionary basis — with a preference for professionally managed mutual funds and outside managers rather than an emphasis on direct security selection. Chelsea Advisory Services maintains broker-dealer and insurance company affiliations, which supports use of annuity and insurance-based products within client solutions. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices