Socialtrader is an SEC registered investment adviser organized as a corporation with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 31, 2026, reports $73,145 in regulatory assets under management, 4 employees, and 31 accounts.
Assets Under Management
$73K
Employees
4
Offices
--
Total Clients
31
Primary office
SAN DIEGO, CA
750 B STREET SUITE 1960, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
3 types reported
Asset based fees
Performance-based fees
Subscription fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.2% of total clients.
Top client categories% of clientsClients
1
Individuals
74.2%
23
2
HNWI
25.8%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$73Kas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$73K
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.
Total AUM$73K
Total Accounts31
10Y AUM Change+$73K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee8:1
10Y Employee Change+3 (+300.0%)
* 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.