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F••••••• ADVISORS, LLC, CRD 167241
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| R••••• J•••• P••••• | n/a | Scottsdale, AZ | OAKLAND, CA | 3 | 13 | n/a | no |
| B•••• A•••• B••••• | n/a | Westerville, OH | OAKLAND, CA | 2 | 10 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| F•••••••• I••• | Owner | E | yes | 01/2013 | Mar 28, 2019 | Mar 27, 2024 |
| F••••••••• C•••••• V•••• L• | Shareholder | D | yes | 03/2016 | Mar 15, 2017 | Mar 27, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 16.7% | 0 | 0 | 0 | 6 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.5B | $1.3B | 11.9% | $1.6B | -1.2% | 11 | 16 | 0 | 0 |
| no |
| D•••• A••••••• | n/a | Milford, CT | OAKLAND, CA | 1 | 15 | 1 | no |
| J••• R•• H••••••• | n/a | OAKLAND, CA | Irvine, CA | 0 | 17 | 5 | no |
| J••••• D•••• R•••••• | Chartered Financial Analyst | OAKLAND, CA | 0 | 25 | 3 | no |
| J•••• T••••••• S••• | n/a | OAKLAND, CA | 0 | 15 | 1 | no |
| CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER |
| Na |
| yes |
| 09/2022 |
| Mar 27, 2013 |
| Mar 27, 2024 |
| $1.5B |
| $1.4B |
| 11 |
| 6 |
| 0 |
| n/a |
| n/a |
| 2024 | Mar 28, 2025 | $1.3B | $1.3B | 16 | 6 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $1.5B | $1.5B | 13 | 8 | 0 | n/a | n/a |
| 2022 | Mar 30, 2023 | $1.6B | $1.5B | 16 | 12 | 0 | n/a | n/a |
| 2021 | Mar 29, 2022 | $1.7B | $1.7B | 30 | 18 | 1 | n/a | n/a |
| 2020 | Mar 29, 2021 | $1.5B | $1.4B | 40 | 11 | 1 | n/a | n/a |
| 2019 | Mar 30, 2020 | $1.1B | $975M | 46 | 10 | 1 | n/a | n/a |
| 2018 | Mar 28, 2019 | $777M | $670M | 49 | 16 | 1 | n/a | n/a |
| 2017 | Mar 30, 2018 | $573M | $328M | 48 | 16 | 1 | n/a | n/a |
| 2016 | Mar 15, 2017 | $104M | $104M | 24 | 7 | n/a | n/a | n/a |
| 2015 | Mar 28, 2016 | $5.0M | $5.0M | 5 | 3 | n/a | n/a | n/a |
| 2014 | Mar 31, 2015 | $690,000 | $690,000 | 10 | 3 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | n/a | n/a | 6 | 2 | n/a | n/a | n/a |