RIA Intel›Advisers›California›JONATHAN W. WHITCRAFT

JONATHAN W. WHITCRAFT

Advisory

CA

Data as of Jun 1, 2026 · Source: SEC Form ADV

Rank in CA

#4,990

of 5,480 advisers by AUM

Average account

$500K

across 8 accounts

Source: SEC Form ADV. Figures as filed Jun 1, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

8 clients

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

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