| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 07/12/2024 |
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| ADV Location | SANTA MONICA, CA, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 1,473,292,464 24% |
| of that, discretionary | 1,155,713,922 28% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 6 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 992,785 4% |
| % High Net Worth | 86.62% -6% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name CLARK SCHAEFER HACKETT | Filing Date02/02/2026 | Form ADV-E View Report |
| Accounting Firm Name CLARK SCHAEFER HACKETT | Filing Date05/26/2025 | Form ADV-E View Report |