Chrysalid Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$0
About
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.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Equity compensation tax strategy
Business exit / sale strategy
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Flat annual retainer fees for institutional clients range from $45,000 to $500,000; fixed fees for project-based services range from $10,000 to $100,000; fixed fees for project-based financial planning range from $2,500 to $15,000.
$0 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.85% $4,000,001+: 0.75%
Hourly rate is $275 for institutional consulting and project-based financial planning.
Ongoing comprehensive financial planning has a recurring fixed fee ranging from $670 to $1,250 monthly or $2,010 to $3,750 quarterly, paid in advance.
Minimum fee: Minimum annual fee for investment management is $2,000; minimum annual fee for comprehensive wealth management is $12,000. Fee-only: Fee-only firm; compensation solely from clients for advisory services; no commissions or sales-related compensation.
Main office location
Chrysalid Financial, LLC
39899 Balentine Dr Ste 200
Newark CA 94560, United States
Number of offices
2
Most active in
Chrysalid Financial, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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