RIA IntelAdvisersCaliforniaSOMAN ADVISORS LLC

SOMAN ADVISORS LLC

Advisory

CA

Data as of Mar 29, 2026 · Source: SEC Form ADV

Rank in CA
#4,208
of 5,480 advisers by AUM
Average account
$2M
across 13 accounts
AUM per adviser
$22M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM
$22M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$22M
Discretionary AUM$22M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients13
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
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.

FINANCIAL PLANNING CONCEPTS, INC.
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$22M
0.0% 1Y
MORHAUSER, CHERYL ANN
$22M
LEYLEGIAN INVESTMENT MANAGEMENT, INC
SOUTH SAN FRANCISCO, CA
$22M
-72.4% 1Y
MARTIN, KEVIN BAYARD
MENLO PARK, CA
$22M
HICKMAN, JAMES, BRIAN
$22M

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