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EMBARCADERO CAPITAL ADVISORS, INC.

Advisory

LAGUNA HILLS, CA

Data as of Aug 28, 2026 · Source: SEC Form ADV

Rank in CA
#3,264
of 5,480 advisers by AUM
Average account
$240K
across 250 accounts
AUM per adviser
$60M
1 advisers
Filing history
10
filings since 2023

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM
$60M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$60M
Discretionary AUM$60M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients250
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record10
First FilingDec 6, 2023
Latest FilingAug 28, 2026
Full AUM trend chart and 10 historical filings spanning 3+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InAZ, CA, NV, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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