WESTLAKE VILLAGE, CACRD 292458Latest ADV April 1, 2026
Carmandalian Financial 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 April 1, 2026, reports $151M in regulatory assets under management, 2 employees, 1 office, and 363 accounts.
Assets Under Management
$151M
Employees
2
Offices
1 office
Total Clients
86
Primary office
WESTLAKE VILLAGE, CA
2829 TOWNSGATE RD, SUITE 100, WESTLAKE VILLAGE, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.9% of total clients.
Top client categories% of clientsClients
1
Individuals
70.9%
61
2
HNWI
29.1%
25
Categories with <5 clients
CFG FEE ACCOUNT<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$151Mas of April 1, 2026
Discretionary84.0%
$127M
84% of total RAUM84.0%
Non-discretionary16.0%
$24M
16% of total RAUM16.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$151M
Total Accounts363
10Y AUM Change+$151M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee43:1
10Y Employee Change+1 (+100.0%)
* 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.