LAKE FOREST, CACRD 127284Latest ADV April 30, 2026
Prudent Investors is an SEC registered investment adviser organized as a corporation with a primary office location in Lake Forest, CA. Its latest Form ADV filing, dated April 30, 2026, reports $516M in regulatory assets under management, 8 employees, and 670 accounts.
Top client segmentIndividuals represent 76.7% of total clients.
Top client categories% of clientsClients
1
Individuals
76.7%
514
2
HNWI
23.3%
156
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$516Mas of April 30, 2026
Discretionary100.0%
$516M
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$516M
Total Accounts670
10Y AUM Change+$398M (+337.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee84:1
10Y Employee Change+4 (+100.0%)
* 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.