RIA IntelAdvisersCaliforniaFAVRILE FINANCIAL LLC

FAVRILE FINANCIAL LLC

Advisory

CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in CA
#4,418
of 5,480 advisers by AUM
Average account
$353K
across 45 accounts
AUM per adviser
$16M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$16M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$16M
Discretionary AUM$16M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients13
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
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.

THINKPLANSAVE, LLC
$16M
NORTH COAST ASSET MANAGEMENT, INC.
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$16M
PUTMAN CAPITAL MANAGEMENT, INC.
TORRANCE, CA
$16M
TRACTION WEALTH MANAGEMENT, LLC
$16M
HIGHGATE FINANCIAL PARTNERS LLC
WESTLAKE VILLAGE, CA
$16M
HERMES ADVISORS, LLC
SAN DIEGO, CA
$16M
-50.9% 1Y

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