MANHATTAN BEACH, CACRD 318626Latest ADV April 22, 2026
Second 50 Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Manhattan Beach, CA. Its latest Form ADV filing, dated April 22, 2026, reports $342M in regulatory assets under management, 5 employees, 1 office, and 498 accounts.
Assets Under Management
$342M
Employees
5
Offices
1 office
Total Clients
156
Primary office
MANHATTAN BEACH, CA
111 N. SEPULVEDA BLVD, SUITE 350, MANHATTAN BEACH, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
85
2
HNWI
45.5%
71
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$342Mas of April 22, 2026
Discretionary100.0%
$342M
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$342M
Total Accounts498
10Y AUM Change+$342M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee31:1
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.