Kaiser Partner Financial Advisors Ltd. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated April 28, 2026, reports $1.8B in regulatory assets under management, 6 employees, and 304 accounts.
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.6% of total clients.
Top client categories% of clientsClients
1
HNWI
51.6%
111
2
Corporations
34.0%
73
3
Individuals
14.4%
31
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of April 28, 2026
Discretionary18.5%
$327M
19% of total RAUM18.5%
Non-discretionary81.5%
$1.4B
81% of total RAUM81.5%
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$1.8B
Total Accounts304
10Y AUM Change+$1.5B (+478.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee36:1
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.