RIA Intel›Advisers›California›GAP FINANCIAL, INC.

GAP FINANCIAL, INC.

Advisory

SAN JUAN CAPISTRANO, CA

Data as of May 19, 2026 · Source: SEC Form ADV

Rank in CA
#4,980
of 5,480 advisers by AUM
Average account
$189K
across 22 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed May 19, 2026.

Total AUM
$4M
Discretionary %
100%
Clients
22
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$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients22
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

EMERALD WAVES INVESTMENTS, LLC
$4M
LAMBERT, JOSEPH NEIL
SANTA BARBARA, CA
$4M
INVANTAGE CAPITAL LLC
LAFAYETTE, CA
$4M
MCVAY, ANDREW PHILLIP
LAGUNA HILLS, CA
$4M
LODESTONE CAPITAL SOLUTIONS LLC
STANTON, CA
$4M
ENTREFOLIO LLC
$4M

Get the full picture on GAP FINANCIAL, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GAP FINANCIAL, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans