A complete list of active advisors currently associated with Khelp Financial LLC
Warmer can help you find a great advisor at Khelp Financial LLC or one who fits your needs even better.
Khelp provides advisory services to a mix of client types listed in its Form ADV — including individuals, corporations, pension and profit-sharing plans, trusts, and foundations — with a stated minimum account size of $25,000 and the ability to waive that minimum. The firm focuses exclusively on digital assets (cryptocurrencies and tokens) and does not permit equities, ETFs, or mutual funds in client accounts; it also acts as a sub‑adviser for one unaffiliated registered investment adviser. The firm uses a client‑centric intake process that combines direct conversations and a structured risk questionnaire to place clients into one of two model strategies: a rules‑based Fundamental portfolio anchored by Bitcoin dominance and on‑chain KPIs, and a Momentum Bitcoin strategy that adjusts exposure based on trend and momentum signals. Accounts may be managed on a discretionary or non‑discretionary basis, are continuously monitored, and the firm provides written quarterly performance reports to clients. Compared with many peers, Khelp’s materials and regulatory disclosures call out performance reporting and changes to performance‑related disclosures (Item 2 notes the firm removed information related to performance‑based fees), which suggests prior use of performance information or predecessor results in its communications — a practice that is uncommon among similar supported firms. The firm is small in scale (one advisor, 49 clients, $0 in regulatory AUM but roughly $2.36 million under advisement), uses the Anchorage Wealth platform and recommends Gemini or Anchorage as custodians, and does not vote governance protocols for digital assets, leaving proxy and protocol votes to clients.
To learn more about the advisors currently working at Khelp 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 |
|---|---|---|
New York, NY
| 7
|
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