RIA Intel›Advisers›California›THE FINANCIAL COACHING GROUP, INC.

THE FINANCIAL COACHING GROUP, INC.

Advisory

LAGUNA HILLS, CA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in CA
#3,996
of 5,480 advisers by AUM
Average account
$156K
across 179 accounts
AUM per adviser
$14M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$28M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
3
Assets Under Management
Total AUM$28M
Discretionary AUM$4M
Non-Discretionary AUM$24M
Discretionary %15%
Total Clients98
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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