ALISO VIEJO, CACRD 288129Latest ADV March 25, 2026
Sst Benefits Consulting 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 March 25, 2026, reports $524M in regulatory assets under management, 3 employees, and 7 accounts.
Assets Under Management
$524M
Employees
3
Offices
--
Total Clients
5
Primary office
ALISO VIEJO, CA
120 VANTIS, SUITE 400, ALISO VIEJO, CA, United States
Top client segmentPension Plans represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pension Plans
100.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$524Mas of March 25, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$524M
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$524M
Total Accounts7
10Y AUM Change$-5.3B (-91.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee2:1
10Y Employee Change-8 (-72.7%)
* 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.