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GOTO FINANCIAL

Advisory

CA

Data as of Aug 5, 2026 · Source: SEC Form ADV

Rank in CA
#3,205
of 5,480 advisers by AUM
AUM change, 1 year
-11.0%
23rd percentile in CA
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$471K
across 136 accounts
AUM per adviser
$32M
2 advisers
Filing history
14
filings since 2010

Source: SEC Form ADV. Figures as filed Aug 5, 2026.

Total AUM
$64M
1-Year AUM Growth
-11.0%
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$64M
Discretionary AUM$64M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients67
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingDec 8, 2010
Latest FilingAug 5, 2026
Full AUM trend chart and 14 historical filings spanning 16+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
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.

LAGOS FINANCIAL & INSURANCE SERVICES, INC.
DIAMOND BAR, CA
$64M
GAVRICH, SUSAN PRICE
$64M
LAHDE CAPITAL MANAGEMENT, LLC
SANTA MONICA, CA
$64M
MARATHON RETIREMENT PLANNING, INC
DUBLIN, CA
$64M
AURUM CAPITAL MANAGEMENT CORP
SAN JOSE, CA
$64M
+157.7% 1Y
WAITE & ASSOCIATES LLC
LOS ANGELES, CA
$64M
-24.4% 1Y

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