SAN FRANCISCO, CACRD 332799Latest ADV March 31, 2026
Stockpile Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 31, 2026, reports $562,222 in regulatory assets under management, 15 employees, and 763 accounts.
Assets Under Management
$562K
Employees
15
Offices
--
Total Clients
763
Primary office
SAN FRANCISCO, CA
679 TOLAND PLACE, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.7% of total clients.
Top client categories% of clientsClients
1
Individuals
83.7%
639
2
HNWI
16.3%
124
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$562Kas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$562K
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$562K
Total Accounts763
10Y AUM Change+$562K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee51:1
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.