RIA Intel›Advisers›California›CHELSEA COUNSEL COMPANY

CHELSEA COUNSEL COMPANY

Advisory

N·WOODLAND HILLS, CA

Data as of Jun 25, 2024 · Source: SEC Form ADV

Total AUM

$517M

1-Year AUM Growth

+5.5%

3-Year CAGR

-0.6%

Employees

3

Assets Under Management

Total AUM$517M

Discretionary AUM$513M

Non-Discretionary AUM$4M

Discretionary %99.2%

Total Clients101

Team

Total Employees3

Investment Advisers7

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record35

First FilingApr 20, 2001

Latest FilingJun 25, 2024

🔒 Full AUM trend chart and 35 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CHELSEA COUNSEL COMPANY

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.