| Total AUM | $462.5M |
| Discretionary | $458.4M99% of AUM |
| Non-Discretionary | $4.1M |
| Client Accounts | 1,163 |
| Avg Account Size | $398K |
| Employees | 12 |
| Peak AUM | $462.5MMar 2026 |
Total AUM
$463M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $463M | +34.2% | — | — | |
| Discretionary AUM | $458M | ||||
| Total AUM | $462.5M |
| Discretionary | $458.4M |
| Employees | 12 |
| Client Accounts | 1163 |
| Client Range | 11-25 |
Address
5405 MOREHOUSE DR.
SAN DIEGO CA 92121
Phone
888-791-0197
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$458M
99.1% of AUM
Non-Discretionary
$4M
0.9% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $4M | +25.5% | — | — |
| Total Accounts | 1k | 25.8% | — | — |
| Avg Account Size | $397,681.218 | +80.9% | — | — |
| Employees | 12 | +50.0% | +16.4% | — |
| AUM / Employee | $39M | 10.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $452M | +34.2% | — | — | |
| Institutional AUM | $11M | +34.4% | — | — | |
Client Count Segments | |||||
| HNW Clients | 623 | 13.7% | — | — | |
| Institutional | 24 | +41.2% | — | — | |
| Individuals | 226 | 1.3% | — | — | |