STATEN ISLAND, NYCRD 150791Latest ADV March 6, 2026
Chelsea Advisory Services, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Staten Island, NY. Its latest Form ADV filing, dated March 6, 2026, reports $147M in regulatory assets under management, 30 employees, 21 offices, and 547 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.7% of total clients.
Top client categories% of clientsClients
1
Individuals
91.7%
506
2
HNWI
8.3%
46
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$147Mas of March 6, 2026
Discretionary99.8%
$147M
100% of total RAUM99.8%
Non-discretionary0.2%
$360K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$147M
Total Accounts547
10Y AUM Change+$120M (+432.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee18:1
10Y Employee Change+24 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.