SAN FRANCISCO, CACRD 105774Latest ADV February 20, 2026
Rosenblum Silverman Sutton Sf Inc is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated February 20, 2026, reports $487M in regulatory assets under management, 5 employees, and 160 accounts.
Assets Under Management
$487M
Employees
5
Offices
--
Total Clients
159
Primary office
SAN FRANCISCO, CA
1388 SUTTER ST STE 725, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.3% of total clients.
Top client categories% of clientsClients
1
HNWI
67.3%
107
2
Individuals
32.7%
52
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$487Mas of February 20, 2026
Discretionary100.0%
$487M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$487M
Total Accounts160
10Y AUM Change+$203M (+71.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee32:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.