EL DORADO HILLS, CACRD 306217Latest ADV March 20, 2026
Statheros Financial Solutions, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in El Dorado Hills, CA. Its latest Form ADV filing, dated March 20, 2026, reports $926M in regulatory assets under management, 15 employees, 1 office, and 1,430 accounts.
Assets Under Management
$926M
Employees
15
Offices
1 office
Total Clients
625
Primary office
EL DORADO HILLS, CA
1107 INVESTMENT BLVD., STE. 135, EL DORADO HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.0% of total clients.
Top client categories% of clientsClients
1
Individuals
63.0%
394
2
HNWI
25.8%
161
3
Pension Plans
11.2%
70
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$926Mas of March 20, 2026
Discretionary100.0%
$926M
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$926M
Total Accounts1,430
10Y AUM Change+$429M (+86.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee42:1
10Y Employee Change+1 (+7.1%)
* 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.