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CARITAS INVESTMENT ADVISORS LLC

Advisory

SAN FRANCISCO, CA

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

Rank in CA

#4,432

of 5,480 advisers by AUM

Average account

$470K

across 33 accounts

AUM per adviser

$16M

1 advisers

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

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

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

33 clients

3 high-net-worth

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

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Advisers of similar size in CA

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

BATES WEALTH MANAGEMENT, LLC

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0.0% 1Y

CARTER & BALSAM ADVISERS

$15M

GRANDVA CAPITAL LLC

$16M

ROCKRIDGE MONEY MANAGEMENT LLC

$16M

-45.3% 1Y

KILZER, BARRY MILO

CARMEL, CA

$15M

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