STOCKTON, CACRD 315478Latest ADV February 12, 2026
Attentive Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stockton, CA. Its latest Form ADV filing, dated February 12, 2026, reports $197M in regulatory assets under management, 5 employees, and 1,079 accounts.
Assets Under Management
$197M
Employees
5
Offices
--
Total Clients
430
Primary office
STOCKTON, CA
5345 N EL DORADO ST., SUITE 5, STOCKTON, 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 segmentIndividuals represent 89.5% of total clients.
Top client categories% of clientsClients
1
Individuals
89.5%
385
2
HNWI
10.5%
45
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$197Mas of February 12, 2026
Discretionary95.9%
$189M
96% of total RAUM95.9%
Non-discretionary4.1%
$8M
4% of total RAUM4.1%
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$197M
Total Accounts1,079
10Y AUM Change+$197M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee86:1
10Y Employee Change+4 (+400.0%)
* 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.