# Klesis Advisors, LLC

> Klesis Advisors, LLC is a state-registered investment advisory firm in Walnut Creek, CA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 312793
- Filed as: KLESIS ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Walnut Creek, CA
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/312793
- AdvisorCensus page: https://advisorcensus.com/firm/klesis-advisors-llc-walnut-creek-ca-312793

## Quick answers

**How is Klesis Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Klesis Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Klesis Advisors, LLC located?**
Klesis Advisors, LLC's principal office is in Walnut Creek, CA, according to its Form ADV.

**Is Klesis Advisors, LLC registered with the SEC or a state?**
Klesis Advisors, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 312793.

**How much does Klesis Advisors, LLC manage?**
Klesis Advisors, LLC reports $82,000,000 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (49% discretionary).

**What types of clients does Klesis Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (65).

**Does Klesis Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/312793

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $82,000,000
- Discretionary: $40,000,000
- Non-discretionary: $42,000,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 65 | $82,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- klesisadvisors.com
- vbladvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Klesis Advisors, LLC (CRD 312793): Form ADV filing data as of October 2026.