RIA Intel›Advisers›Washington›CSLA FINANCIAL INC

CSLA FINANCIAL INC

Advisory

WA

Data as of Aug 26, 2026 · Source: SEC Form ADV

Average account

$62K

across 122 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients122

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates In10 states

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

122 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in WA

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

CASCADIA CAPITAL MANAGEMENT, INC.

$7M

HOWE FINANCIAL ADVISORY, LLC

$7M

MACFARLANE INVESTORS LLC

$8M

NINJA WEALTH ADVISORS, LLC

$8M

SERENE WEALTH PLANNING, LLC

$7M

TEMPUS INVESTMENT CORP

$8M

Get the full picture on CSLA FINANCIAL INC

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

Create a free account →See plans