RIA Intel›Advisers›California›LILES JOHN HARMON

LILES JOHN HARMON

Advisory

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in CA

#3,658

of 5,480 advisers by AUM

Average account

$946K

across 43 accounts

AUM per adviser

$41M

1 adviser

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM

$41M

Discretionary %

92.1%

Clients

71

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$41M

Discretionary AUM$37M

Non-Discretionary AUM$3M

Discretionary %92.1%

Total Clients71

Team

Total Employees1

Investment Advisers1

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

71 clients

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

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Advisers of similar size in CA

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

HOWARD M. BORRIS & COMPANY, INC.

BEVERLY HILLS, CA

$41M

-59.3% 1Y

FHT, LLC

$41M

BIGHORN FINANCIAL, INC.

$41M

VELLUM FINANCIAL, LLC

ARROYO GRANDE, CA

$41M

-74.3% 1Y

VANMAY WEALTH MANAGEMENT, LLC

HUNTINGTON BEACH, CA

$41M

TRUE BEARING ASSET MANAGEMENT LP

SAN FRANCISCO, CA

$41M

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