PALM DESERT, CACRD 226760Latest ADV March 23, 2026
Hardworking Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Desert, CA. Its latest Form ADV filing, dated March 23, 2026, reports $206M in regulatory assets under management, 2 employees, 2 offices, and 871 accounts.
Assets Under Management
$206M
Employees
2
Offices
2 offices
Total Clients
284
Primary office
PALM DESERT, CA
34220 GATEWAY DRIVE, SUITE 120, PALM DESERT, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.1% of total clients.
Top client categories% of clientsClients
1
Individuals
76.1%
216
2
HNWI
18.7%
53
3
Pension Plans
4.6%
13
4
Charitable
0.4%
1
5
Corporations
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$206Mas of March 23, 2026
Discretionary100.0%
$206M
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$206M
Total Accounts871
10Y AUM Change+$94M (+83.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee142:1
10Y Employee Change-5 (-71.4%)
* 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.