Safeguard Investment Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Corona, CA. Its latest Form ADV filing, dated March 26, 2026, reports $702M in regulatory assets under management, 25 employees, 5 offices, and 4,458 accounts.
Assets Under Management
$702M
Employees
25
Offices
5 offices
Total Clients
1,804
Primary office
CORONA, CA
4160 TEMESCAL CANYON ROAD, SUITE 307, CORONA, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.8% of total clients.
Top client categories% of clientsClients
1
Individuals
73.8%
1,331
2
HNWI
21.9%
395
3
Pension Plans
3.1%
56
4
Corporations
1.0%
18
5
Charitable
0.2%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$702Mas of March 26, 2026
Discretionary99.8%
$701M
100% of total RAUM99.8%
Non-discretionary0.2%
$2M
0% of total RAUM0.2%
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$702M
Total Accounts4,458
10Y AUM Change+$562M (+399.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee72:1
10Y Employee Change+17 (+212.5%)
* 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.