Practicecfo Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 19, 2026, reports $402M in regulatory assets under management, 32 employees, and 1,078 accounts.
Assets Under Management
$402M
Employees
32
Offices
--
Total Clients
420
Primary office
SAN DIEGO, CA
13400 SABRE SPRINGS PARKWAY, SUITE 255, SAN DIEGO, CA, United States
Top client segmentPension Plans represent 49.8% of total clients.
Top client categories% of clientsClients
1
Pension Plans
49.8%
209
2
HNWI
30.0%
126
3
Individuals
20.2%
85
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$402Mas of March 19, 2026
Discretionary100.0%
$402M
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$402M
Total Accounts1,078
10Y AUM Change+$301M (+300.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees32
Clients per Employee13:1
10Y Employee Change+26 (+433.3%)
* 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.