RIA Intel›Advisers›California›CONFLUENCE CAPITAL ADVISORS, LLC

CONFLUENCE CAPITAL ADVISORS, LLC

Advisory

CA

Data as of Apr 7, 2026 · Source: SEC Form ADV

Rank in CA

#3,628

of 5,480 advisers by AUM

Average account

$693K

across 61 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 7, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$50K

Discretionary %99.9%

Total Clients15

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.

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

15 clients

9 high-net-worth

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

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