Cardiff Park Advisors is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 25, 2026, reports $3.0B in regulatory assets under management, 6 employees, 1 office, and 363 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.6% of total clients.
Top client categories% of clientsClients
1
HNWI
98.6%
358
2
Charitable
1.1%
4
3
Pension Plans
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 25, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$3.0B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.0B
Total Accounts363
10Y AUM Change+$1.5B (+108.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee61:1
10Y Employee Change+1 (+20.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.