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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-25-2021
- Office Locations
- 5
Office Locations
About Kelsey Financial, LLC
Kelsey Financial is a California-based RIA providing holistic financial planning and discretionary asset management, with retirement and 529 planning support. The team builds customized, actively managed portfolios for individuals and entrepreneurs, from accumulators to retirees drawing income. A differentiator for partners: a client-facing planning portal for 24/7 cash-flow, net-worth, and investment tracking, with custody via Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEVEN EVERETT HOPPEL
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer, Financial Advisor, Owner
- CRD
- #4845148
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Stephen Michael Egnatchik
--
- CRD
- #7852978
Ilan Meir Fersht
Owner
- CRD
- #1174011
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $176,190,130 | $654,982 |
| Non-Discretionary | $0 | -- |
| Total | $176,190,130 | $654,982 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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