RIA Intel›Advisers›California›WARD CAPITAL MANAGEMENT LLC

WARD CAPITAL MANAGEMENT LLC

Advisory

CA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in CA

#4,045

of 5,480 advisers by AUM

Average account

$298K

across 90 accounts

AUM per adviser

$27M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$27M

Discretionary AUM$19M

Non-Discretionary AUM$7M

Discretionary %72.2%

Total Clients44

Team

Total Employees1

Investment Advisers1

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

44 clients

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

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