RIA Intel›Advisers›California›20/20 CAPITAL MANAGEMENT, INC

20/20 CAPITAL MANAGEMENT, INC

Advisory

N·COSTA MESA, CA

Data as of Mar 24, 2022 · Source: SEC Form ADV

Total AUM

$677M

1-Year AUM Growth

+24.2%

3-Year CAGR

+24.2%

Employees

19

Assets Under Management

Total AUM$677M

Discretionary AUM$610M

Non-Discretionary AUM$66M

Discretionary %90.2%

Total Clients—

Team

Total Employees19

Investment Advisers38

Employee Growth (1Y)—

Filing History

Total Filings on Record55

First FilingNov 9, 2015

Latest FilingMar 24, 2022

🔒 Full AUM trend chart and 55 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on 20/20 CAPITAL MANAGEMENT, INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.