Comprehensive Financial Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Gatos, CA. Its latest Form ADV filing, dated March 31, 2026, reports $18.5B in regulatory assets under management, 38 employees, and 30 accounts.
Assets Under Management
$18.5B
Employees
38
Offices
--
Total Clients
30
Primary office
LOS GATOS, CA
720 UNIVERSITY AVENUE, SUITE 110, LOS GATOS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Fixed fees
Hourly charges
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 43.3% of total clients.
Top client categories% of clientsClients
1
HNWI
43.3%
13
2
Charitable
40.0%
12
3
Irrevocable Trusts/Estates
16.7%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$18.5Bas of March 31, 2026
Discretionary100.0%
$18.5B
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$18.5B
Total Accounts30
10Y AUM Change+$7.5B (+68.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee1:1
10Y Employee Change+11 (+40.7%)
* 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.