Caltier Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Poway, CA. Its latest Form ADV filing, dated October 20, 2025, reports $7M in regulatory assets under management, 3 employees, and 2,304 accounts.
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
2,304
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7Mas of October 20, 2025
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$7M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7M
Total Accounts2,304
10Y AUM Change+$4M (+129.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee768:1
10Y Employee Change-1 (-25.0%)
* 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.