Urban Investment Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Larkspur, CA. Its latest Form ADV filing, dated March 9, 2026, reports $2.5B in regulatory assets under management, 3 employees, 1 office, and 12 accounts.
Assets Under Management
$2.5B
Employees
3
Offices
1 office
Total Clients
<5 each
Primary office
LARKSPUR, CA
700 LARKSPUR LANDING CIRCLE, SUITE 199, LARKSPUR, CA, United States
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.5Bas of March 9, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$2.5B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.5B
Total Accounts12
10Y AUM Change+$1.9B (+356.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee—
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.