California Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Ramon, CA. Its latest Form ADV filing, dated March 13, 2026, reports $2.3B in regulatory assets under management, 14 employees, 2 offices, and 3,547 accounts.
Assets Under Management
$2.3B
Employees
14
Offices
2 offices
Total Clients
1,525
Primary office
SAN RAMON, CA
12657 ALCOSTA BLVD, SUITE 470, SAN RAMON, 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 segmentIndividuals represent 55.8% of total clients.
Top client categories% of clientsClients
1
Individuals
55.8%
851
2
HNWI
43.7%
666
3
Corporations
0.5%
7
4
Charitable
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 13, 2026
Discretionary88.8%
$2.0B
89% of total RAUM88.8%
Non-discretionary11.2%
$253M
11% of total RAUM11.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.3B
Total Accounts3,547
10Y AUM Change+$1.3B (+135.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee109:1
10Y Employee Change+6 (+75.0%)
* 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.