RIA Intel›Advisers›California›HABSIEGER, CURTIS JERALD

HABSIEGER, CURTIS JERALD

Advisory

CA

Data as of May 22, 2026 · Source: SEC Form ADV

Rank in CA
#4,904
of 5,480 advisers by AUM
Average account
$161K
across 33 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed May 22, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
33
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$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA, FL, NV
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

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$5M
+22.7% 1Y
RHUBARB INVESTMENTS, LLC
$5M
POLARIS EQUITY MANAGEMENT, INC.
SAN RAFAEL, CA
$5M
+32.5% 1Y
EDWARDS, DANIEL LEE
$5M
COULOMBE AND SONS WEALTH MANAGEMENT INC.
WOODLAND HILLS, CA
$5M

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