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NOVICE CAPITAL LLC

Advisory

SAN MATEO, CA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in CA
#4,563
of 5,480 advisers by AUM
Average account
$2M
across 8 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
6
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$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
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.

CSI WEALTH MANAGEMENT
ARCADIA, CA
$12M
GREEN STREET CAPITAL MANAGEMENT LLC
SAN FRANCISCO, CA
$12M
-57.1% 1Y
ARBOR CAPITAL MANAGEMENT, LLC
SAN MATEO, CA
$12M
BIEHL, DAVID BERNARD
$12M
FREEDOM CAPITAL MANAGEMENT, INC.
$12M
AETERNUM INVESTMENT ADVISORS, LLC
$12M

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