Financial Sense Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 31, 2026, reports $836M in regulatory assets under management, 11 employee, and 1,116 accounts.
Assets Under Management
$836M
Employees
11
Offices
--
Total Clients
597
Primary office
SAN DIEGO, CA
10920 VIA FRONTERA, SUITE 500, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
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 66.8% of total clients.
Top client categories% of clientsClients
1
Individuals
66.8%
399
2
HNWI
31.7%
189
3
Corporations
1.0%
6
4
Pension Plans
0.5%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$836Mas of March 31, 2026
Discretionary100.0%
$836M
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$836M
Total Accounts1,116
10Y AUM Change+$441M (+111.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee54:1
10Y Employee Change+3 (+37.5%)
* 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.