SAN FRANCISCO, CACRD 108110Latest ADV March 18, 2026
The Advisory Group of San Francisco, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 18, 2026, reports $810M in regulatory assets under management, 9 employees, 5 offices, and 392 accounts.
Assets Under Management
$810M
Employees
9
Offices
5 offices
Total Clients
140
Primary office
SAN FRANCISCO, CA
44 MONTGOMERY ST. SUITE 300, SAN FRANCISCO, CA, United States
Top client segmentHNWI represent 60.7% of total clients.
Top client categories% of clientsClients
1
HNWI
60.7%
85
2
Individuals
22.1%
31
3
Pension Plans
8.6%
12
4
Charitable
7.9%
11
5
Pooled Investment Vehicles
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$810Mas of March 18, 2026
Discretionary100.0%
$810M
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$810M
Total Accounts392
10Y AUM Change+$98M (+13.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee16:1
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.