RIA Intel›Advisers›California›EDUCATION BASED SOLUTIONS, LLC

EDUCATION BASED SOLUTIONS, LLC

Advisory

CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA
#3,439
of 5,480 advisers by AUM
Average account
$614K
across 83 accounts
AUM per adviser
$51M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$51M
Discretionary %
100%
Clients
83
Employees
1

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$51M
Discretionary AUM$51M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients83
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, 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.

TANNER CAPITAL MANAGEMENT INC
LONG BEACH, CA
$51M
0.0% 1Y
MURPHY INVESTMENT ADVISORS INC
PASADENA, CA
$51M
0.0% 1Y
KANAN ADVISORS, LLC
$51M
SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.
SAN JOSE, CA
$51M
DEVORE FINANCIAL ADVISORS LLC
$51M
WEALTHFOLIO ADVISORS LLC
SONOMA, CA
$51M

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