RIA Intel›Advisers›California›HOOD FINANCIAL, LLC

HOOD FINANCIAL, LLC

Advisory

CA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in CA
#4,477
of 5,480 advisers by AUM
Average account
$230K
across 62 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$14M
Discretionary %
100%
Clients
44
Employees
2

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$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients44
Team
Total Employees2
Investment Advisers1
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.

GD INVESTMENT ADVISERS LLC
$14M
EINSTOK WEALTH MANAGEMENT LLC
$14M
TRANQUIL ASSET MANAGEMENT LLC
$14M
SAGEWATER WEALTH MANAGEMENT LLC
BEVERLY HILLS, CA
$14M
+109.1% 1Y
GAULT, BARBARA STEWART
$14M
ECHELON CAPITAL STRATEGIES, LLC
OAKLAND, CA
$14M
-94.8% 1Y

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