RIA Intel›Advisers›California›BIEHL, DAVID BERNARD

BIEHL, DAVID BERNARD

Advisory

CA

Data as of May 26, 2026 · Source: SEC Form ADV

Rank in CA
#4,564
of 5,480 advisers by AUM
Average account
$2M
across 5 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed May 26, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
5
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$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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