LAGUNA NIGUEL, CACRD 325595Latest ADV January 28, 2026
Ehrlich Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Laguna Niguel, CA. Its latest Form ADV filing, dated January 28, 2026, reports $250M in regulatory assets under management, 5 employees, and 682 accounts.
Assets Under Management
$250M
Employees
5
Offices
--
Total Clients
207
Primary office
LAGUNA NIGUEL, CA
28202 CABOT ROAD, SUITE 425, LAGUNA NIGUEL, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.4% of total clients.
Top client categories% of clientsClients
1
Individuals
60.4%
125
2
HNWI
39.6%
82
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$250Mas of January 28, 2026
Discretionary100.0%
$250M
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$250M
Total Accounts682
10Y AUM Change+$250M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* 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.