RIA Intel›Advisers›Delaware›TOUCAN FINANCIAL, INC.

TOUCAN FINANCIAL, INC.

Advisory

Data as of Apr 28, 2026 · Source: SEC Form ADV

Average account

$417K

across 72 accounts

AUM per adviser

$30M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients72

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC

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

72 clients

60 high-net-worth

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

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Advisers of similar size in DE

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

KAPOK CAPITAL LLC

$30M

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STANTUM, LLC

$30M

235 WEALTH MANAGEMENT, LLC

$29M

THE RAFFIN GROUP LLC

$31M

PACIFIC CREST ASSET MANAGEMENT LLC

$28M

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