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KEYMARK FINANCIAL

Advisory

ROLLING HILLS ESTATES, CA

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

Rank in CA

#3,666

of 5,480 advisers by AUM

Average account

$180K

across 225 accounts

AUM per adviser

$40M

1 advisers

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

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients118

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

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

118 clients

12 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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VANMAY WEALTH MANAGEMENT, LLC

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COLCHIS CAPITAL MANAGEMENT, LLC

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