RIA Intel›Advisers›California›AKSIA CA LLC

AKSIA CA LLC

Advisory

N·SAN DIEGO, CA

Data as of Oct 9, 2024 · Source: SEC Form ADV

Total AUM

$2.1B

1-Year AUM Growth

0.0%

3-Year CAGR

+41.7%

Employees

28

Assets Under Management

Total AUM$2.1B

Discretionary AUM$2.0B

Non-Discretionary AUM$116M

Discretionary %94.4%

Total Clients10

Team

Total Employees28

Investment Advisers51

Employee Growth (1Y)+24.0%

Filing History

Total Filings on Record31

First FilingSep 13, 2011

Latest FilingOct 9, 2024

🔒 Full AUM trend chart and 31 historical filings spanning 13+ 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 AKSIA CA LLC

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