RIA Intel›Advisers›California›SHIFT 4 ADVISORS, INC.

SHIFT 4 ADVISORS, INC.

Advisory

MURRIETA, CA

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

Rank in CA
#4,570
of 5,480 advisers by AUM
Average account
$136K
across 88 accounts
AUM per adviser
$12M
1 adviser

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

Total AUM
$12M
Discretionary %
80.3%
Clients
49
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$12M
Discretionary AUM$10M
Non-Discretionary AUM$2M
Discretionary %80.3%
Total Clients49
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.

THE R.L. BROWN ADVISORY GROUP, LLC
$12M
SELECT HEALTHCARE CAPITAL, LLC
SAN FRANCISCO, CA
$12M
+53.4% 1Y
GREEN STREET CAPITAL MANAGEMENT LLC
SAN FRANCISCO, CA
$12M
-57.1% 1Y
AETERNUM INVESTMENT ADVISORS, LLC
$12M
ARBOR CAPITAL MANAGEMENT, LLC
SAN MATEO, CA
$12M
BIEHL, DAVID BERNARD
$12M

Get the full picture on SHIFT 4 ADVISORS, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track SHIFT 4 ADVISORS, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans