ALISO VIEJO, CACRD 174306Latest ADV February 6, 2026
Flexpath Strategies is an SEC registered investment adviser organized as a limited liability company with a primary office location in Aliso Viejo, CA. Its latest Form ADV filing, dated February 6, 2026, reports $2.9B in regulatory assets under management, 5 employees, 1 office, and 741 accounts.
Assets Under Management
$2.9B
Employees
5
Offices
1 office
Total Clients
741
Primary office
ALISO VIEJO, CA
120 VANTIS SUITE 480, ALISO VIEJO, CA, United States
Top client segmentCorporations represent 100.0% of total clients.
Top client categories% of clientsClients
1
Corporations
100.0%
741
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.9Bas of February 6, 2026
Discretionary100.0%
$2.9B
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$2.9B
Total Accounts741
10Y AUM Change+$36M (+1.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee148:1
10Y Employee Change-3 (-37.5%)
* 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.