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DEVIL MOUNTAIN INVESTMENT MANAGEMENT

Advisory

CA

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

Rank in CA
#3,618
of 5,480 advisers by AUM
Average account
$788K
across 54 accounts
AUM per adviser
$43M
1 advisers

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

Total AUM
$43M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$43M
Discretionary AUM$0
Non-Discretionary AUM$43M
Discretionary %0%
Total Clients54
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

KLINE SYLVAN H JR INC
SAN FRANCISCO, CA
$43M
+25.6% 1Y
GRANITE WEALTH, LLC
TEMECULA, CA
$43M
ROSEN CAPITAL ADVISORS, LLC
LOS ANGELES, CA
$43M
-58.0% 1Y
STANDARD REAL ESTATE INVESTMENTS, LP
LOS ANGELES, CA
$43M
ALTERNATIVE ACCESS FUNDS, LLC
EL SEGUNDO, CA
$43M
+70.4% 1Y
AB HHELIO ASSOCIATES, INC.
$43M

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