| Total AUM | $389.6M |
| Discretionary | $389.6M100% of AUM |
| Client Accounts | 241 |
| Avg Account Size | $1.6M |
| Employees | 9 |
| Peak AUM | $389.6MMar 2026 |
| AUM CAGR | +39.7% /yrover 4 yrs · 15 filings |
Total AUM
$390M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $390M | +12.7% | +37.9% | +39.7% | |
| Discretionary AUM | |||||
| Total AUM | $389.6M |
| Discretionary | $389.6M |
| Employees | 9 |
| Client Accounts | 241 |
| Client Range | 0 |
Address
12626 HIGH BLUFF DRIVE
SAN DIEGO CA 92130
Phone
858-356-6600
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$390M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $390M |
| +12.7% |
| +37.9% |
| +39.7% |
| Total Accounts | 241 | +40.1% | +24.1% | +31.6% |
| Avg Account Size | $2M | 19.5% | +11.1% | +6.1% |
| Employees | 9 | 10.0% | +4.0% | +17.0% |
| AUM / Employee | $43M | +25.3% | +32.6% | +19.4% |
Client AUM Segments | |||||
| Wealth AUM | $302M | +28.7% | +60.4% | +77.0% | |
| Fund / Pooled AUM | $31M | 46.7% | 20.8% | 17.7% | |
| Other AUM | $56M | +7.5% | — | — | |
Client Count Segments | |||||
| HNW Clients | 8 | 38.5% | 3.8% | +13.3% | |
| Pooled / Fund | 2 | 0.0% | 12.6% | 10.2% | |
| Individuals | 76 | +68.9% | +56.0% | +54.1% | |