RIA Intel›Advisers›California›MINISTRY PARTNERS SECURITIES, LLC

MINISTRY PARTNERS SECURITIES, LLC

Advisory

BREA, CA

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

Rank in CA

#4,099

of 5,480 advisers by AUM

Average account

$191K

across 133 accounts

AUM per adviser

$4M

7 advisers

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

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

7

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients132

Team

Total Employees7

Investment Advisers7

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

132 clients

43 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

BERKELEY INVESTMENT ADVISORS

SAN FRANCISCO, CA

$25M

PMA WEALTH MANAGEMENT, INC.

TUSTIN, CA

$25M

ANOMALOUS BUSINESS SYSTEMS, INC

$25M

DAVID JOHN ETTL

$25M

DYNAMIQUE CAPITAL ADVISORS, LLC

$25M

PHASE TWO CAPITAL, LLC

$26M

Get the full picture on MINISTRY PARTNERS SECURITIES, LLC

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

Create a free account →See plans