RIA Intel›Advisers›California›KAUZER CAPITAL MANAGEMENT, LLC

KAUZER CAPITAL MANAGEMENT, LLC

Advisory

WALNUT CREEK, CA

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in CA
#5,343
of 5,480 advisers by AUM
Average account
$515K
across 1 account
AUM per adviser
$515K
1 adviser

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM
$515K
Discretionary %
100%
Clients
1
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$515K
Discretionary AUM$515K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees1
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.

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DENNIS, BRIAN KEITH
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$529K
ANDREW ARROYO INVESTMENTS, LLC
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$500K
ADVISORY FINANCIAL SERVICES LLC
$500K
SOP ADVISORS LLC
$500K
COUILLARD CAPITAL LLC
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$500K

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