| As of Date | 05/27/2026 |
| Registration | SEC, Approved, 07/25/2013 |
| ADV Location | THOUSAND OAKS, CA, United States |
| Contact Info | (80 xxxxxxx |
| Websites |
| AUM* | 1,215,942,608 88% |
| of that, discretionary | 1,215,942,608 88% |
| Number of Employees | 9 29% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 518,305 58% |
| % High Net Worth | 38.99% -3% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name LILLING & COMPANY LLP | Filing Date05/18/2026 | Form ADV-E View Report |
| Accounting Firm Name LILLING & COMPANY LLP | Filing Date07/17/2025 | Form ADV-E View Report |
| Accounting Firm Name LILLING & COMPANY LLP | Filing Date07/25/2024 | Form ADV-E View Report |
| Accounting Firm Name LILLING & COMPANY LLP | Filing Date04/02/2024 | Form ADV-E View Report |