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CHELSEA ADVISORY SERVICES, INC
CRD 150791File 801-112349
APPROVED
Retail clients
Disclosure events
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$147.4M
Bottom 25% of cohort (national)
Discretionary AUM
$147.0M
Non-discretionary $360K
Clients
552
547 accounts
Employees
30
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jan 19, 2018
- Principal office
- 242 MAIN STREET, STATEN ISLAND, NY, 10307
- Phone
- 718-967-8400
- Website
- http://www.chfs.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $147.4M
- Discretionary AUM
- $147.0M
- Non-discretionary AUM
- $360K
- Discretionary accounts
- 523
- Non-discretionary accounts
- 24
- Total accounts
- 547
- AUM per client
- $267K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 46 | $24.0M |
| Individuals (other than high net worth individuals) | 506 | $123.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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- Q11A2
- Q11D2
- Q11D4
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 22 | 30 | increased by8 |
| Mar 1, 2026 | Clients | 538 | 552 | increased by14 |
| Mar 1, 2026 | AUM | $126,883,334 | $147,350,970 | increased by$20,467,636 |
| Mar 1, 2026 | Accounts | 536 | 547 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 22 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 379 | 538 | increased by159 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $94,039,247 | $126,883,334 | increased by$32,844,087 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 379 | 536 | increased by157 |
| Apr 1, 2022 | Employees | 14 | 18 | increased by4 |
| Apr 1, 2022 | Clients | 321 | 379 | increased by58 |
| Apr 1, 2022 | AUM | $73,788,975 | $94,039,247 | increased by$20,250,272 |
| Apr 1, 2022 | Accounts | 322 | 379 | increased by57 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CHELSEA ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CHELSEA ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
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.