RIA Intel›Advisers›California›MUHR, JEFFREY, LOUIS

MUHR, JEFFREY, LOUIS

Advisory

CLAYTON, CA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in CA

#3,352

of 5,480 advisers by AUM

Average account

$388K

across 142 accounts

AUM per adviser

$55M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM

$55M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$55M

Discretionary AUM$43M

Non-Discretionary AUM$12M

Discretionary %78%

Total Clients185

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

185 clients

43 high-net-worth

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

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