RIA Intel›Advisers›California›FALLBROOK FI LLC

FALLBROOK FI LLC

Advisory

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in CA

#5,305

of 5,480 advisers by AUM

Average account

$25K

across 32 accounts

AUM per adviser

$786K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$786K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$786K

Discretionary AUM$786K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

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

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Advisers of similar size in CA

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

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$776K

BROOKSIDE CAPITAL GROUP LLC

$800K

LEONARD, JR., GARY ALLAN

$800K

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