RIA Intel›Advisers›California›OBER, EDWARD JACOB

OBER, EDWARD JACOB

Advisory

ORANGE, CA

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in CA

#4,311

of 5,480 advisers by AUM

Average account

$385K

across 50 accounts

AUM per adviser

$10M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$19M

Discretionary AUM$19M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InCA, TX

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

47 clients

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

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