RIA Intel›Advisers›California›LAMBERT, JOSEPH NEIL

LAMBERT, JOSEPH NEIL

Advisory

SANTA BARBARA, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA

#4,978

of 5,480 advisers by AUM

Average account

$320K

across 13 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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

13 clients

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

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