RIA Intel›Advisers›California›QUIVER FINANCIAL HOLDINGS LLC

QUIVER FINANCIAL HOLDINGS LLC

Advisory

SAN CLEMENTE, CA

Data as of Jun 3, 2026 · Source: SEC Form ADV

Rank in CA
#2,963
of 5,480 advisers by AUM
Average account
$302K
across 281 accounts
AUM per adviser
$28M
3 advisers

Source: SEC Form ADV. Figures as filed Jun 3, 2026.

Total AUM
$85M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
4
Assets Under Management
Total AUM$85M
Discretionary AUM$84M
Non-Discretionary AUM$725K
Discretionary %99.1%
Total Clients171
Team
Total Employees4
Investment Advisers3
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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