RIA Intel›Advisers›California›GROW FUNDS LLC

GROW FUNDS LLC

Advisory

LA JOLLA, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA

#2,940

of 5,480 advisers by AUM

Average account

$2M

across 46 accounts

AUM per adviser

$22M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$87M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$87M

Discretionary AUM$83M

Non-Discretionary AUM$4M

Discretionary %95.6%

Total Clients46

Team

Total Employees4

Investment Advisers4

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

46 clients

34 high-net-worth

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

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