← Tributary

KELLEHER FINANCIAL ADVISORS, LLC

NEW YORK, NY · CRD 126021 · IAPD ↗ · starboardadvisorsllc.com · 212-709-9400

$1.15BRegulatory AUM
6Advisory reps
13Employees
0Clients
101-250Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — KELLEHER FINANCIAL ADVISORS, LLC shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
30
February 2026 — KELLEHER FINANCIAL ADVISORS, LLC changed its website from kf-advisors.com to starboardadvisorsllc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
51
February 2026 — KELLEHER FINANCIAL ADVISORS, LLC notice-filed in MO, MT, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2025 — KELLEHER FINANCIAL ADVISORS, LLC notice-filed in CO, VA, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — KELLEHER FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($573.6M -> $1.03B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
April 2024 — KELLEHER FINANCIAL ADVISORS, LLC changed its website from starboardadvisorsllc.com to kf-advisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2024 — KELLEHER FINANCIAL ADVISORS, LLC crossed $500M in regulatory AUM ($470.7M -> $573.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.