RIA Intel›Advisers›California›CAPITAL RESOURCES AND INSURANCE, INC

CAPITAL RESOURCES AND INSURANCE, INC

Advisory

HUNTINGTON BEACH, CA

Data as of Jul 28, 2026 · Source: SEC Form ADV

Rank in CA

#3,363

of 5,480 advisers by AUM

Average account

$376K

across 146 accounts

AUM per adviser

$55M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$55M

Discretionary AUM$55M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients109

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

109 clients

16 high-net-worth

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

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