RIA Intel›Advisers›California›CORONADO FINANCIAL GROUP L.L.C.

CORONADO FINANCIAL GROUP L.L.C.

Advisory

CA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Rank in CA

#4,411

of 5,480 advisers by AUM

Average account

$809K

across 20 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$0

Non-Discretionary AUM$16M

Discretionary %0%

Total Clients20

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.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

20 clients

15 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

SORENSEN WEALTH MANAGEMENT, INC.

WEST LAKE VILLAGE, CA

$16M

EDEN FINANCIAL, LLC

ALISO VIEJO, CA

$16M

EVIDENCIAL FINANCIAL CONSULTING LLC

$16M

LANCASTER CAPITAL MANAGEMENT, LLC

$16M

MK INVESTMENT ADVISORS, LLC

$16M

STERLING FINANCIAL GROUP, INC.

$16M

Get the full picture on CORONADO FINANCIAL GROUP L.L.C.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CORONADO FINANCIAL GROUP L.L.C. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans