RIA Intel›Advisers›California›ROSS, DAVID LLOYD

ROSS, DAVID LLOYD

Advisory

CA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Rank in CA
#4,459
of 5,480 advisers by AUM
Average account
$186K
across 80 accounts
AUM per adviser
$15M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM
$15M
Discretionary %
100%
Clients
80
Employees
2

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$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients80
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
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.

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NORTHBROOK FINANCIAL GROUP, LLC
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HILLTOP ADVISORS, LLC
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JOSEPH L. ALDRIDGE
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