RIA Intel›Advisers›California›BIGHORN FINANCIAL, INC.

BIGHORN FINANCIAL, INC.

Advisory

CA

Data as of Jan 2, 2026 · Source: SEC Form ADV

Rank in CA
#3,660
of 5,480 advisers by AUM
Average account
$1M
across 36 accounts
AUM per adviser
$41M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 2, 2026.

Total AUM
$41M
Discretionary %
0%
Clients
33
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$41M
Discretionary AUM$0
Non-Discretionary AUM$41M
Discretionary %0%
Total Clients33
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

FHT, LLC
$41M
VANMAY WEALTH MANAGEMENT, LLC
HUNTINGTON BEACH, CA
$41M
LILES JOHN HARMON
$41M
HOWARD M. BORRIS & COMPANY, INC.
BEVERLY HILLS, CA
$41M
-59.3% 1Y
VELLUM FINANCIAL, LLC
ARROYO GRANDE, CA
$41M
-74.3% 1Y
TRUE BEARING ASSET MANAGEMENT LP
SAN FRANCISCO, CA
$41M

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