Firm profile

AQUA CAPITAL ADVISORS

LOS ANGELES, CACRD 151887Latest ADV April 20, 2026

Aqua Capital Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated April 20, 2026, reports $144M in regulatory assets under management, 4 employees, and 167 accounts.

Assets Under Management
$144M
Employees
4
Offices
--
Total Clients
44
Primary office
LOS ANGELES, CA
1901 AVENUE OF THE STARS, SUITE 1005, LOS ANGELES, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJeff C. Fang

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 54.5% of total clients.
Top client categories% of clientsClients
1
HNWI
54.5%
24
2
Individuals
45.5%
20

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$144Mas of April 20, 2026
Discretionary100.0%
$144M
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.

Total AUM$144M
Total Accounts167
10Y AUM Change+$24M (+19.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee11:1
10Y Employee Change+1 (+33.3%)

* 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.