RIA IntelAdvisersCaliforniaMCINTOSH CAPITAL ADVISORS, INC.

MCINTOSH CAPITAL ADVISORS, INC.

Advisory

LOS ANGELES, CA

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

Rank in CA
#3,333
of 5,480 advisers by AUM
Average account
$272K
across 208 accounts
AUM per adviser
$28M
2 advisers

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

Total AUM
$57M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$57M
Discretionary AUM$57M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients78
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, 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.

ANDRADE FINANCIAL SERVICES, INC.
TURLOCK, CA
$56M
NEW SPRING FINANCIAL PLANNING, LLC
$56M
BLOCK CAPITAL LLC
ALAMEDA, CA
$56M
PREMIER FINANCIAL PLANNING, INC.
$57M
-10.3% 1Y
AUSTIN, AMANDA, CHERYL
$57M
ZUMA WEALTH LLC
$57M

Get the full picture on MCINTOSH CAPITAL ADVISORS, INC.

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

Create a free account →See plans