RIA Intel›Advisers›California›SECOND MOUNTAIN FINANCIAL, INC.

SECOND MOUNTAIN FINANCIAL, INC.

Advisory

REDONDO BEACH, CA

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in CA
#3,750
of 5,480 advisers by AUM
Average account
$535K
across 70 accounts
AUM per adviser
$37M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$37M
Discretionary %
100%
Clients
19
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$37M
Discretionary AUM$37M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients19
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, TX
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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CAPITAL FINANCIAL CONSULTANTS GROUP, INC.
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$37M
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ADVISOR LANCE, LLC
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$38M
DOTY EQUITY ADVISORS, INC.
$37M
BELGRAVE SQUARE ADVISORS LLC
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