Fonte Financial Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Carlsbad, CA. Its latest Form ADV filing, dated March 31, 2026, reports $158M in regulatory assets under management, 3 employees, 1 office, and 461 accounts.
Assets Under Management
$158M
Employees
3
Offices
1 office
Total Clients
136
Primary office
CARLSBAD, CA
703 PALOMAR AIRPORT ROAD, SUITE 240, CARLSBAD, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 55.9% of total clients.
Top client categories% of clientsClients
1
HNWI
55.9%
76
2
Individuals
43.4%
59
3
BDCs
0.7%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$158Mas of March 31, 2026
Discretionary99.6%
$157M
100% of total RAUM99.6%
Non-discretionary0.4%
$592K
0% of total RAUM0.4%
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$158M
Total Accounts461
10Y AUM Change+$158M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee45:1
10Y Employee Change+1 (+50.0%)
* 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.