RIA Intel›Advisers›California›CADENA, DANIEL, OWEN

CADENA, DANIEL, OWEN

Advisory

SAN DIEGO, CA

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in CA

#3,251

of 5,480 advisers by AUM

Average account

$333K

across 184 accounts

AUM per adviser

$61M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$61M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$61M

Discretionary AUM$61M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients88

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

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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

88 clients

31 high-net-worth

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

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