| Total AUM | $844.0M |
| Discretionary | $831.6M99% of AUM |
| Non-Discretionary | $12.4M |
| Client Accounts | 1,862 |
| Avg Account Size | $453K |
| Employees | 13 |
| Peak AUM | $844.0MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $844M | +15.0% | +15.1% | +16.5% | |
| Discretionary AUM | |||||
| Total AUM | $844.0M |
| Discretionary | $831.6M |
| Employees | 13 |
| Client Accounts | 1862 |
| Client Range | 101-250 |
Address
14249 RANCHO SANTA FE FARMS ROAD
RANCHO SANTA FE CA 92067
Phone
858-755-0909
Filing History
43 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$832M
98.5% of AUM
Non-Discretionary
$12M
1.5% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Custody
No related registrations reported
| +14.2% /yrover 24 yrs · 43 filings |
Total AUM
$844M
| $832M |
| +15.1% |
| +15.3% |
| +16.8% |
| Non-Disc. AUM | $12M | +7.7% | +7.8% | +3.3% |
| Total Accounts | 2k | +11.2% | +5.1% | +8.6% |
| Avg Account Size | $453,280.351 | +3.4% | +9.6% | +7.3% |
| Employees | 13 | +8.3% | 2.4% | +3.4% |
| AUM / Employee | $65M | +6.1% | +18.0% | +12.7% |
Client AUM Segments | |||||
| Wealth AUM | $821M | +14.5% | +15.1% | +16.9% | |
| Institutional AUM | $23M | +37.3% | +18.6% | +6.7% | |
Client Count Segments | |||||
| HNW Clients | 621 | +8.2% | +0.2% | +3.5% | |
| Individuals | 211 | +14.7% | +13.1% | +15.0% | |