Santa Fe Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Fe, NM. Its latest Form ADV filing, dated March 27, 2026, reports $116M in regulatory assets under management, 5 employees, and 151 accounts.
Assets Under Management
$116M
Employees
5
Offices
--
Total Clients
59
Primary office
SANTA FE, NM
330 GARFIELD STREET, STE. 301, SANTA FE, NM, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.1% of total clients.
Top client categories% of clientsClients
1
HNWI
88.1%
52
2
Individuals
11.9%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$116Mas of March 27, 2026
Discretionary97.0%
$113M
97% of total RAUM97.0%
Non-discretionary3.0%
$3M
3% of total RAUM3.0%
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.
Total AUM$116M
Total Accounts151
10Y AUM Change+$2M (+2.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee12:1
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.