LARKSPUR, CACRD 137495Latest ADV February 18, 2026
Pmb Advisors is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Larkspur, CA. Its latest Form ADV filing, dated February 18, 2026, reports $117M in regulatory assets under management, 1 employee, and 232 accounts.
Assets Under Management
$117M
Employees
1
Offices
--
Total Clients
120
Primary office
LARKSPUR, CA
101 LARKSPUR LANDING CIRCLE, SUITE 319, LARKSPUR, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.8% of total clients.
Top client categories% of clientsClients
1
Individuals
50.8%
61
2
HNWI
44.2%
53
3
Pension Plans
2.5%
3
4
Corporations
2.5%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of February 18, 2026
Discretionary100.0%
$117M
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$117M
Total Accounts232
10Y AUM Change+$6M (+5.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee120:1
10Y Employee Change0 (0.0%)
* 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.