RIA Intel›Advisers›California›TAXABLE LLC

TAXABLE LLC

Advisory

SAN DIEGO, CA

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

Rank in CA

#2,884

of 5,480 advisers by AUM

Average account

$912K

across 100 accounts

AUM per adviser

$46M

2 advisers

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

Total AUM

$91M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$91M

Discretionary AUM$91M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients47

Team

Total Employees2

Investment Advisers2

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.

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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

47 clients

30 high-net-worth

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

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

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