RIA Intel›Advisers›California›OAKLEY IV, FANNING TUCKER

OAKLEY IV, FANNING TUCKER

Advisory

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in CA

#4,878

of 5,480 advisers by AUM

Average account

$1M

across 4 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$0

Non-Discretionary AUM$6M

Discretionary %0%

Total Clients—

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.

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

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.

SACHI FINANCIAL PLANNING LLC

$6M

TECHVIEW WEALTH ADVISORS LLC

$6M

KODIAK CAPITAL ADVISORS LLC

$6M

KALO CAPITAL MANAGEMENT, LLC

SAN DIEGO, CA

$6M

ACCEL ADVISORS, INC.

$6M

ASTRA WEALTH MANAGEMENT LLC

$6M

Get the full picture on OAKLEY IV, FANNING TUCKER

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

Create a free account →See plans