| Total AUM | $639.4M |
| Discretionary | $639.4M100% of AUM |
| Client Accounts | 2,171 |
| Avg Account Size | $295K |
| Employees | 27 |
| Peak AUM | $639.4MMar 2026 |
Total AUM
$639M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $639M | +11.2% | +12.0% | +6.7% | |
| Discretionary AUM | |||||
| Total AUM | $639.4M |
| Discretionary | $639.4M |
| Employees | 27 |
| Client Accounts | 2171 |
| Client Range | 1-10 |
Address
28202 CABOT RD
LAGUNA NIGUEL CA 92677
Phone
949-365-5830
Filing History
62 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$639M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $639M |
| +11.2% |
| +12.3% |
| +8.0% |
| Total Accounts | 2k | 7.4% | 1.8% | 6.7% |
| Avg Account Size | $294,524.1 | +20.0% | +14.0% | +14.4% |
| Employees | 27 | 0.0% | 6.3% | 2.1% |
| AUM / Employee | $24M | +11.2% | +19.6% | +8.9% |
Client AUM Segments | |||||
| Wealth AUM | $639M | +11.2% | +12.3% | +6.7% | |
Client Count Segments | |||||
| HNW Clients | 2k | 1.7% | +18.0% | 6.0% | |
| Individuals | 73 | +62.2% | +0.4% | — | |