RIA Intel›Advisers›California›DESERT CAPITAL MANAGEMENT GROUP, INC

DESERT CAPITAL MANAGEMENT GROUP, INC

Advisory

HERMOSA BEACH, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#4,882
of 5,480 advisers by AUM
Average account
$41K
across 139 accounts
AUM per adviser
$3M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$6M
Discretionary %
0%
Clients
139
Employees
2

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$6M
Discretionary AUM$0
Non-Discretionary AUM$6M
Discretionary %0%
Total Clients139
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

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INVESTMENT SELECTION & MANAGEMENT
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$6M
-80.1% 1Y
MURPHY INVESTMENT MANAGEMENT INC
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$6M
-70.6% 1Y
SACHI FINANCIAL PLANNING LLC
$6M

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