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RISING CAPITAL INC.

Advisory

MILL VALLEY, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA
#3,931
of 5,480 advisers by AUM
Average account
$5M
across 6 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
6
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients6
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

HOWARD FINANCIAL & WEALTH MANAGEMENT, INC.
BAKERSFIELD, CA
$30M
ABSOLUTE RETURN CAPITAL ADVISORS, LLC.
LOS ANGELES, CA
$30M
+9.2% 1Y
CNI RECF ADVISORS, LLC
LOS ANGELES, CA
$30M
-35.3% 1Y
DEAN, RICHARD WAYNE
$30M
QUILLU INC
SAN FRANCISCO, CA
$30M
+15.3% 1Y
GRANITE CAPITAL WEALTH MANAGEMENT LLC
$30M

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