RIA Intel›Advisers›California›KARAFILIS INVESTMENTS CORPORATION

KARAFILIS INVESTMENTS CORPORATION

Advisory

CA

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

Rank in CA

#4,372

of 5,480 advisers by AUM

Average account

$445K

across 39 accounts

AUM per adviser

$9M

2 advisers

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

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees2

Investment Advisers2

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

22 clients

9 high-net-worth

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

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

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