RIA Intel›Advisers›Arizona›PROCESS DESIGN CAPITAL MANAGEMENT LLC

PROCESS DESIGN CAPITAL MANAGEMENT LLC

Advisory

PHOENIX, AZ

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

Rank in AZ

#309

of 387 advisers by AUM

Average account

$987K

across 79 accounts

AUM per adviser

$20M

4 advisers

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

Total AUM

$78M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$78M

Discretionary AUM$78M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, MN, 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

79 clients

26 high-net-worth

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

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