A complete list of active advisors currently associated with Chrysadia Financial, LLC
Warmer can help you find a great advisor at Chrysadia Financial, LLC or one who fits your needs even better.
Chrysadia Financial, LLC advises non-profit institutional clients (including endowments, foundations, and charitable organizations) and private clients composed of individuals and high‑net‑worth households. The firm’s services in the brochure include institutional investment consulting, discretionary and non‑discretionary investment management, comprehensive wealth management, and both ongoing and project‑based financial planning. The firm’s investment approach centers on strategic asset allocation, using primarily passive management for private clients and either passive or a core/satellite approach for institutional mandates, supplemented by quantitative and qualitative manager research. Chrysadia conducts manager due diligence, may recommend third‑party investment managers, and tailors portfolios to client constraints, including the option to incorporate ESG and socially responsible investments when requested. What is noteworthy about this firm relative to peers is its combination of being a very small, fee‑only RIA while offering institutional consulting to nonprofits and providing non‑advisory consulting services to other investment advisers—relationships the brochure describes as separate, compensated engagements. The brochure also discloses $0 in assets under management as of December 31, 2025 and indicates the firm’s private client base excludes non‑high‑net‑worth retail individuals, focusing instead on HNW clients and institutional engagements; institutional consulting clients retain decision‑making authority and Chrysadia does not maintain trading authority for those engagements.
To learn more about the advisors currently working at Chrysadia Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Newark, CA
| 3
|
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