| Total AUM | $140.8M |
| Discretionary | $140.8M100% of AUM |
| Client Accounts | 151 |
| Avg Account Size | $932K |
| Employees | 1 |
| Peak AUM | $140.8MFeb 2026 |
| AUM CAGR | +7.5% /yrover 2 yrs · 9 filings |
Total AUM
$141M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $141M | +7.5% | +7.5% | — | |
| Discretionary AUM | $141M | ||||
| Total AUM | $140.8M |
| Discretionary | $140.8M |
| Employees | 1 |
| Client Accounts | 151 |
| Client Range | 26-50 |
Address
1500 PALMA DR.
VENTURA CA 93003
Phone
805-655-5062
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$141M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +7.5% |
| +7.5% |
| — |
| Total Accounts | 151 | +24.8% | +22.3% | — |
| Avg Account Size | $932,182.238 | 13.9% | 12.1% | — |
| Employees | 1 | 0.0% | 0.0% | — |
| AUM / Employee | $141M | +7.5% | +7.5% | — |
Client AUM Segments | |||||
| Wealth AUM | $107M | +9.3% | +14.8% | — | |
| Institutional AUM | $29M | 12.8% | 15.7% | — | |
| Fund / Pooled AUM | $5M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 15 | 42.3% | 21.0% | — | |
| Pooled / Fund | 1 | — | — | — | — |
| Individuals | 17 | 19.0% | 7.8% | — | |