RIA Intel›Advisers›California›PHILOSOPHY CAPITAL MANAGEMENT LLC

PHILOSOPHY CAPITAL MANAGEMENT LLC

Advisory

N·ALAMO, CA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM
$1.7B
1-Year AUM Growth
+32.5%
3-Year CAGR
+43.0%
Employees
4
Assets Under Management
Total AUM$1.7B
Discretionary AUM$1.7B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients5
Team
Total Employees4
Investment Advisers8
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record9
First FilingJan 22, 2021
Latest FilingMar 17, 2026
🔒 Full AUM trend chart and 9 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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