| Total AUM | $283.4M |
| Discretionary | $278.8M98% of AUM |
| Non-Discretionary | $4.6M |
| Client Accounts | 357 |
| Avg Account Size | $794K |
| Employees | 2 |
| Peak AUM | $283.4MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $283M | +9.7% | +9.3% | +7.3% | |
| Discretionary AUM | |||||
| Total AUM | $283.4M |
| Discretionary | $278.8M |
| Employees | 2 |
| Client Accounts | 357 |
| Client Range | 51-100 |
Address
600 W BROADWAY
SAN DIEGO CA 92101
Phone
(619) 637-9920
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$279M
98.4% of AUM
Non-Discretionary
$5M
1.6% of AUM
Disc. mix ▲ 0.2pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$283M
| $279M |
| +9.9% |
| +9.0% |
| +8.1% |
| Non-Disc. AUM | $5M | +0.2% | +30.6% | 16.2% |
| Total Accounts | 357 | 1.7% | +2.2% | +1.9% |
| Avg Account Size | $793,921.644 | +11.6% | +6.9% | +5.3% |
| Employees | 2 | 0.0% | 12.6% | 7.9% |
| AUM / Employee | $142M | +9.7% | +25.1% | +16.5% |
Client AUM Segments | |||||
| Wealth AUM | $272M | +10.4% | +9.3% | +7.5% | |
| Institutional AUM | $11M | 3.8% | +9.7% | +2.6% | |
Client Count Segments | |||||
| HNW Clients | 51 | 8.9% | 1.3% | 3.3% | |
| Individuals | 59 | 1.7% | +2.4% | +6.6% | |