RIA IntelAdvisersCaliforniaLANDSWORTH CORPORATION

LANDSWORTH CORPORATION

Advisory

MONTEREY, CA

Data as of Jun 22, 2026 · Source: SEC Form ADV

Rank in CA
#2,977
of 5,480 advisers by AUM
Average account
$635K
across 131 accounts
AUM per adviser
$42M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 22, 2026.

Total AUM
$83M
Discretionary %
0%
Clients
39
Employees
3

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$83M
Discretionary AUM$0
Non-Discretionary AUM$83M
Discretionary %0%
Total Clients39
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndMarch
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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$83M
ADES INVESTMENT COUNSEL, INC.
LOS ANGELES, CA
$83M
H&S FINANCIAL ADVISORS LLC
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$83M
+39.2% 1Y
ALL SEASONS INVESTMENT ADVISORS, INC
$83M

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