RIA Intel›Advisers›California›AUTHENT ADVISORS, INC.

AUTHENT ADVISORS, INC.

Advisory

N·CORTE MADERA, CA

Data as of Mar 1, 2019 · Source: SEC Form ADV

Total AUM

$285M

1-Year AUM Growth

-2.2%

3-Year CAGR

+6.3%

Employees

3

Assets Under Management

Total AUM$285M

Discretionary AUM$204M

Non-Discretionary AUM$81M

Discretionary %71.5%

Total Clients—

Team

Total Employees3

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record20

First FilingOct 30, 2008

Latest FilingMar 1, 2019

🔒 Full AUM trend chart and 20 historical filings spanning 11+ 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 AUTHENT ADVISORS, INC.

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