RIA IntelAdvisersCaliforniaCONAGHAN, ALEXANDER CHRISTOPHER

CONAGHAN, ALEXANDER CHRISTOPHER

Advisory

CA

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

Rank in CA
#5,383
of 5,480 advisers by AUM
Average account
$263K
across 1 account
AUM per adviser
$263K
1 adviser

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

Total AUM
$263K
Discretionary %
100%
Clients
1
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$263K
Discretionary AUM$263K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
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.

PACIFIC EQUITY ADVISORS LLC
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$268K
MOSTT INC.
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$254K
BARRETTO, JOSEPH NIEVERA
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$274K
BARDI CO. LLC
LOS ANGELES, CA
$275K
DEL MONTE CAPITAL, INC.
MONTEREY, CA
$250K
MOST CAPITAL LLC
WOODLAND HILLS, CA
$250K

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