| Total AUM | $314.6M |
| Discretionary | $314.6M100% of AUM |
| Client Accounts | 588 |
| Avg Account Size | $535K |
| Employees | 7 |
| Peak AUM | $314.6MMar 2026 |
| AUM CAGR | +23.5% /yrover 5 yrs · 16 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $315M | +30.3% | +24.6% | +23.5% | |
| Discretionary AUM | |||||
| Total AUM | $314.6M |
| Discretionary | $314.6M |
| Employees | 7 |
| Client Accounts | 588 |
| Client Range | 101-250 |
Address
12526 HIGH BLUFF DRIVE
SAN DIEGO CA 92130
Phone
(858) 345-1197
Filing History
16 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$315M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$315M
| $315M |
| +30.3% |
| +24.6% |
| +23.5% |
| Total Accounts | 588 | +18.5% | +15.6% | +55.8% |
| Avg Account Size | $535,095.731 | +10.0% | +7.8% | 20.7% |
| Employees | 7 | +75.0% | +32.6% | +19.2% |
| AUM / Employee | $45M | 25.5% | 6.0% | +3.6% |
Client AUM Segments | |||||
| Wealth AUM | $275M | +33.0% | +26.0% | +26.0% | |
| Institutional AUM | $40M | +14.7% | +16.4% | +11.4% | |
Client Count Segments | |||||
| HNW Clients | 33 | +17.9% | +3.2% | 4.9% | |
| Individuals | 86 | +11.7% | +14.0% | +29.1% | |