Adviser Profile
| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 02/06/2025 |
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| Former registrations | |
| ADV Location | SAN LUIS OBISPO, CA, United States |
| Contact Info | 805 xxxxxxx |
| Websites |
| AUM* | 127,209,000 0% |
| of that, discretionary | 95,939,000 3% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 405,124 0% |
| % High Net Worth | 33.66% 2% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
96M
82M
69M
55M
41M
27M
14M
2025
2026
Private Funds
No private funds