Preston Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kingman, AZ. Its latest Form ADV filing, dated March 17, 2026, reports $198M in regulatory assets under management, 4 employees, and 2,526 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.2% of total clients.
Top client categories% of clientsClients
1
Individuals
99.2%
2,509
2
HNWI
0.7%
17
Additional categories (<0.1%)
Pension Plans<5 clients
Charitable<5 clients
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$198Mas of March 17, 2026
Discretionary100.0%
$198M
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$198M
Total Accounts2,526
10Y AUM Change+$51M (+35.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee632:1
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.