| Total AUM | $561.3M |
| Discretionary | $559.9M100% of AUM |
| Non-Discretionary | $1.3M |
| Client Accounts | 1,475 |
| Avg Account Size | $381K |
| Employees | 9 |
| Peak AUM | $561.3MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $561M | +19.4% | +16.8% | +11.4% | |
| Discretionary AUM | |||||
| Total AUM | $561.3M |
| Discretionary | $559.9M |
| Employees | 9 |
| Client Accounts | 1475 |
| Client Range | 1-10 |
Address
500 CAPITOL MALL
SACRAMENTO CA 95814
Phone
(916) 405-9140
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$560M
99.8% of AUM
Non-Discretionary
$1M
0.2% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$561M
| $560M |
| +19.5% |
| +17.6% |
| +11.4% |
| Non-Disc. AUM | $1M | +6.3% | 45.5% | 1.1% |
| Total Accounts | 1k | +6.1% | +5.7% | +11.2% |
| Avg Account Size | $380,533.454 | +12.5% | +10.5% | +0.1% |
| Employees | 9 | 0.0% | +4.1% | +5.2% |
| AUM / Employee | $62M | +19.4% | +12.2% | +5.9% |
Client AUM Segments | |||||
| Wealth AUM | $557M | +20.1% | +17.4% | +11.3% | |
| Institutional AUM | $4M | 35.5% | 20.4% | +39.5% | |
Client Count Segments | |||||
| HNW Clients | 400 | +6.1% | +12.5% | +13.9% | |
| Institutional | 9 | 10.0% | 0.0% | — | |
| Individuals | 161 | +8.8% | +2.0% | +5.2% | |