WESTLAKE VILLAGE, CACRD 288224Latest ADV February 10, 2026
Calabasas Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated February 10, 2026, reports $250M in regulatory assets under management, 2 employees, and 1,104 accounts.
Assets Under Management
$250M
Employees
2
Offices
--
Total Clients
488
Primary office
WESTLAKE VILLAGE, CA
32107 LINDERO CANYON RD., SUITE 133, WESTLAKE VILLAGE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.4% of total clients.
Top client categories% of clientsClients
1
Individuals
68.4%
334
2
HNWI
31.6%
154
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of February 10, 2026
Discretionary100.0%
$250M
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$250M
Total Accounts1,104
10Y AUM Change+$148M (+144.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee244:1
10Y Employee Change-1 (-33.3%)
* 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.