RIA Intel›Advisers›California›ABBOTT CAPITAL MANAGEMENT CORP.

ABBOTT CAPITAL MANAGEMENT CORP.

Advisory

CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#3,566
of 5,480 advisers by AUM
Average account
$343K
across 131 accounts
AUM per adviser
$45M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$45M
Discretionary %
88.6%
Clients
89
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$45M
Discretionary AUM$40M
Non-Discretionary AUM$5M
Discretionary %88.6%
Total Clients89
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InAZ, CA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

WINDOWPANE ADVISORS L.L.C.
SAN DIEGO, CA
$45M
-7.3% 1Y
MILTONIAN CAPITAL MANAGEMENT, LLC
$45M
AVEC LLC
$45M
COGO WOLF ASSET MANAGEMENT, LLC
SAN FRANCISCO, CA
$45M
-40.0% 1Y
TL-B CAPITAL MANAGEMENT LLC
SAN FRANCISCO, CA
$45M
MONT PELERIN CAPITAL, LLC
NEWPORT BEACH, CA
$45M
-64.0% 1Y

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