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KRM ADVISORY SERVICES LLC

Advisory

CA

Data as of Jul 15, 2026 · Source: SEC Form ADV

Rank in CA
#4,949
of 5,480 advisers by AUM
Average account
$336K
across 14 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM
$5M
Discretionary %
100%
Clients
12
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$5M
Discretionary AUM$5M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients12
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

DAEHAN SECURITIES, INC.
LOS ANGELES, CA
$5M
MAAXIOM CAPITAL LLC
$5M
THREE SIGMA CAPITAL, LLC
$5M
MEERA ADVISORY, L.L.C.
$5M
GINO PELLEGRINO GRECO & COMPANY, INCORPORATED
PALO ALTO, CA
$5M
ELECTRANET CAPITAL, LP
SAN FRANCISCO, CA
$5M

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