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CRD 288593
SACRAMENTO, CA
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 |
|---|---|---|---|---|---|---|
| JOSEPH FREDERICK ESCHLEMAN | n/a | Sacramento, CA | 9 | 27 | 2 | no |
| Steven Michael Pitchford | Certified Financial Planner | SACRAMENTO, CA | 8 | 12 | 2 | no |
| JONATHAN WILLIAM LATURNER | n/a | Sacramento, CA | 8 | 13 | 1 | yes |
| NATHAN PAUL BILLIGMEIER | n/a | SACRAMENTO, CA | 7 | 16 | 1 | no |
| Megan Miller | n/a | SACRAMENTO, CA | 3 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BILLIGMEIER, NATHAN, PAUL | Member | A | yes | 01/2020 | Mar 2, 2020 | Oct 4, 2024 |
| ESCHLEMAN, JOSEPH, FREDERICK | CHIEF COMPLIANCE OFFICER | Na | yes | 05/2017 | May 10, 2017 | Oct 4, 2024 |
| ESCHLEMAN, JOSEPH, FREDERICK | Trustee | E | yes | 04/2007 | May 10, 2017 | Oct 4, 2024 |
| MCKINNEY, LORI, ANNE | Member | A | yes | 01/2020 | Mar 2, 2020 | Oct 4, 2024 |
| PITCHFORD, STEVEN, MICHAEL | Member | Na | yes | 01/2020 | Mar 2, 2020 | Oct 4, 2024 |
| THE ESCHLEMAN FAMILY TRUST U/A DTD 4/30/2007 | Member | D | yes | 05/2017 | Mar 26, 2021 | Oct 4, 2024 |
| LATURNER, JONATHAN, WILLIAM | Member | B | no | 01/2021 | Mar 26, 2021 | Oct 4, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 9, 2026 | $561M | $560M | 9 | 5 | 0 | n/a | n/a |
| 2024 | Mar 12, 2025 | $470M | $469M | 9 | 5 | 0 | n/a | n/a |
| 2023 | Mar 29, 2024 | $419M | $418M | 8 | 5 | 0 | n/a | n/a |
| 2022 | Feb 3, 2023 | $357M | $349M | 8 | 5 | 0 | n/a | n/a |
| 2021 | Mar 29, 2022 | $364M | $360M | 6 | 4 | 0 | n/a | n/a |
| 2020 | Mar 26, 2021 | $328M | $326M | 7 | 5 | 0 | n/a | n/a |
| 2019 | Mar 2, 2020 | $241M | $240M | 7 | 5 | 0 | n/a | n/a |
| 2018 | Mar 27, 2019 | $193M | $193M | 6 | 4 | 0 | n/a | n/a |
| 2017 | Mar 26, 2018 | $166M | $166M | 3 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 1 | 0 | 20.0% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $561M | $470M | 19.4% | $357M | 16.3% | 9 | 9 | 0 | 0 |