RIA Intel›Advisers›California›ADVANCED INVESTMENT STRATEGIES, LLC

ADVANCED INVESTMENT STRATEGIES, LLC

Advisory

CA

Data as of Jan 21, 2026 · Source: SEC Form ADV

Rank in CA

#4,735

of 5,480 advisers by AUM

Average account

$135K

across 60 accounts

AUM per adviser

$4M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

35 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

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

ALTERNITY INVESTMENT ADVISORS, LLC

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PARADOX INVESTMENT PARTNERS LLC

NEWPORT BEACH, CA

$8M

BIRD ROCK MANAGEMENT, LLC

LAGUNA BEACH, CA

$8M

$8M

RUDD, FRED LYNN

$8M

MCWILLIAMS ASSET MANAGEMENT INC.

$8M

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