RIA Intel›Advisers›California›SCUNDI INVESTMENT MANAGEMENT, LLC

SCUNDI INVESTMENT MANAGEMENT, LLC

Advisory

CA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in CA

#5,344

of 5,480 advisers by AUM

Average account

$500K

across 1 accounts

AUM per adviser

$500K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$500K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$500K

Discretionary AUM$500K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

1 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

SOP ADVISORS LLC

$500K

ADVISORY FINANCIAL SERVICES LLC

$500K

ANDREW ARROYO INVESTMENTS, LLC

$500K

MFA GLOBAL CONSULTING GROUP LLC

BEVERLY HILLS, CA

$500K

COUILLARD CAPITAL LLC

LOS ANGELES, CA

$500K

SAN FRANCISCO, CA

$492K

Get the full picture on SCUNDI INVESTMENT MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SCUNDI INVESTMENT MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans