RIA Intel›Advisers›California›CARPENTER JR., DONALD, FRANCIS

CARPENTER JR., DONALD, FRANCIS

Advisory

CA

Data as of Jul 10, 2025 · Source: SEC Form ADV

Rank in CA

#5,284

of 5,480 advisers by AUM

Average account

$243K

across 4 accounts

AUM per adviser

$973K

1 advisers

Source: SEC Form ADV. Figures as filed Jul 10, 2025.

Total AUM

$973K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$973K

Discretionary AUM$973K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InOK

Succession Risk

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

See plansIncluded with the Intelligence plan

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

4 clients

1 high-net-worth

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

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