Adviser Profile
| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 11/04/2024 |
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| Former registrations | |
| ADV Location | ENCINITAS, CA, United States |
| Contact Info | 760 xxxxxxx |
| Websites |
| AUM* | 146,585,773 40% |
| of that, discretionary | 146,585,773 40% |
| Number of Employees | 6 50% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 239,129 -81% |
| % High Net Worth | 37.68% -14% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
147M
126M
105M
84M
63M
42M
21M
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date02/26/2026 | Form ADV-E View Report |