RIA Intel›Advisers›California›KFICO, LLC

KFICO, LLC

Advisory

TUSTIN, CA

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

Rank in CA

#3,612

of 5,480 advisers by AUM

Average account

$548K

across 78 accounts

AUM per adviser

$43M

1 advisers

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

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$43M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients78

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

78 clients

28 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

COAST WEALTH MANAGEMENT, INC.

SAN CLEMENTE, CA

$43M

PACIFIC MOUNTAIN ADVISORS, INC.

SCOTTS VALLEY, CA

$43M

MW INVESTMENT STRATEGY

EL DORADO HILLS, CA

$43M

COMPASS WEALTH ADVISORS, LLC

$43M

CLIFFORD FINANCIAL PLANNING, INC.

$43M

AB HHELIO ASSOCIATES, INC.

$43M

Get the full picture on KFICO, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track KFICO, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans