KELLEHER FINANCIAL ADVISORS, LLC

CRD 126021File 801-62029

APPROVED

Retail clients

Custody

Filing as of Apr 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.15B

Above cohort median (national)

Discretionary AUM

$631.8M

Non-discretionary $521.6M

Clients

284

749 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jun 9, 2003
Principal office: 100 WALL STREET, SUITE 1501, NEW YORK, NY, 10005
Phone: 212-709-9400
Website: HTTP://WWW.STARBOARDADVISORSLLC.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.15B
Discretionary AUM: $631.8M
Non-discretionary AUM: $521.6M
Discretionary accounts: 726
Non-discretionary accounts: 23
Total accounts: 749
AUM per client: $4.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$2.1M
High net worth individuals	171	$1.12B
Pension and profit sharing plans	1	$5.6M
Individuals (other than high net worth individuals)	108	$29.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.