RIA Intel›Advisers›California›ZARKOUB, AFSHIN

ZARKOUB, AFSHIN

Advisory

CA

Data as of Feb 2, 2026 · Source: SEC Form ADV

Rank in CA
#4,139
of 5,480 advisers by AUM
Average account
$310K
across 79 accounts
AUM per adviser
$24M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 2, 2026.

Total AUM
$24M
Discretionary %
100%
Clients
24
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$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients24
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

US CAPITAL GLOBAL WEALTH MANAGEMENT LLC
SAN FRANCISCO, CA
$25M
CARUSO FAMILY FINANCIAL ADVISORS (CFFA) LLC
SAN JOSE, CA
$25M
CONTINUUM FINANCIAL PARTNERS, LLC
EL DORADO HILLS, CA
$24M
DAE CAPITAL STRATEGIES LLC
$24M
NIEMANN, ULLI GERHARD
HUNTINGTON BEACH, CA
$25M
CORNERSTONE ASSET MANAGEMENT, INC.
VENTURA, CA
$25M
-22.3% 1Y

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