RIA Intel›Advisers›Arizona›THEODORE CHARLES EARLE

THEODORE CHARLES EARLE

Advisory

Data as of May 22, 2023 · Source: SEC Form ADV

Average account

$580K

across 1 account

AUM per adviser

$580K

1 adviser

Source: SEC Form ADV. Figures as filed May 22, 2023.

Total AUM

$580K

Discretionary %

100%

Clients

—

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$580K

Discretionary AUM$580K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InAZ

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

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

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