RIA Intel›Advisers›California›KASEY PRICE

KASEY PRICE

Advisory

Y·SAN DIEGO, CA

Data as of Jun 17, 2020 · Source: SEC Form ADV

Total AUM

$127M

1-Year AUM Growth

-44.0%

3-Year CAGR

+36.0%

Employees

1

Assets Under Management

Total AUM$127M

Discretionary AUM$100M

Non-Discretionary AUM$27M

Discretionary %78.7%

Total Clients—

Team

Total Employees1

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record14

First FilingNov 22, 2013

Latest FilingJun 17, 2020

🔒 Full AUM trend chart and 14 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KASEY PRICE

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.