RIA Intel›Advisers›California›STEVENS, COLE ANDREW

STEVENS, COLE ANDREW

Advisory

SAN LUIS OBISPO, CA

Data as of Apr 2, 2026 · Source: SEC Form ADV

Rank in CA

#4,745

of 5,480 advisers by AUM

Average account

$166K

across 48 accounts

AUM per adviser

$8M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 2, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$8M

Discretionary AUM$0

Non-Discretionary AUM$8M

Discretionary %0%

Total Clients38

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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.

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Owners & Officers

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

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Client Demographics

38 clients

4 high-net-worth

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

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