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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

TAMALPAIS ASSET MANAGEMENT

MOUNT TAMALPAIS ASSET MANAGEMENT, LLC, CRD 301017

LARKSPUR, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fa373721-f4b6-545e-e126-e15568245ea1

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Jun 24, 2025 to Aug 31, 2026
4 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $263MItem 5.F on the latest filing (2026-08-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $263M
Private client RAUM: $262MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $43.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 7
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 689
Individual clients: 187
High net worth clients: 74
SEC number: 801-132936
CIK: 2035554
CRD: 301017
Filings on the tape: 4
First filed: Jun 24, 2025
Latest filed: Aug 31, 2026
Organised: Limited Liability Company, CA
Website: tamalpaisam.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL ANTHONY BRISTOW	n/a	LARKSPUR, CA	7	20	3	yes
Lincoln Thomas Wells	n/a	LARKSPUR, CA	4	29	n/a	no
BRADLEY SCOTT STEPHENS	n/a	LARKSPUR, CA	2	24	1	no
WAYNE CAMERON BEST	n/a	LARKSPUR, CA \| La Conner, WA	1	25	6	no
RICHARD WAYNE GIBSON	n/a	Long Beach, CA \| LARKSPUR, CA	0	18	4	yes
JOSEPH DALY FIERRO	n/a	LARKSPUR, CA \| Long Beach, CA	0	41	5	no
CHRISTOPHER JOHN MARTIN	n/a	LARKSPUR , CA \| LARKSPUR, CA	0	26	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRISTOW, MICHAEL, ANTHONY	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	02/2017	Aug 31, 2026	Aug 31, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$263M	$263M	4	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	2	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$263M	n/a	n/a	n/a	n/a	8	n/a	2	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GLOBAL VIEW CAPITAL MANAGEMENT LLC	2	Aug 5, 2026	Aug 7, 2026	LONG BEACH, CA	Team lift out	RIA to RIA	2.0%

Relationships

Controls (1)

← BRISTOW, MICHAEL, ANTHONYOwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Aug 31, 2026 to presentfactForm ADV

Registered with (7)

← JOSEPH DALY FIERROAdvisorregistration: current employment
Aug 7, 2026 to presentfactForm ADV
← RICHARD WAYNE GIBSONAdvisorregistration: current employment
Aug 6, 2026 to presentfactForm ADV
← WAYNE CAMERON BESTAdvisorregistration: current employment
May 16, 2025 to presentfactForm ADV
← BRADLEY SCOTT STEPHENSAdvisorregistration: current employment
Oct 16, 2023 to presentfactForm ADV
← Lincoln Thomas WellsAdvisorregistration: current employment
Aug 22, 2022 to presentfactForm ADV
← MICHAEL ANTHONY BRISTOWAdvisorregistration: current employment
May 2, 2019 to presentfactForm ADV
← Christopher John CummockAdvisorregistration: previous registration
Mar 31, 2020 to Jun 18, 2021factForm ADV

Moved with (1)

← GLOBAL VIEW CAPITAL MANAGEMENT LLCRegistered adviser2 advisors, team lift out, same day
Aug 5, 2026 to Aug 7, 2026factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 5, 2026
Team lift-out
2 advisors left Global View Capital Management LLC (Long Beach, CA) for Tamalpais Asset Management on the same day
Form ADVobserved 3 days ago
2 advisors

Show 1 bookkeeping events

Occurred
Sep 15, 2026
Christopher John Martin registered as an investment adviser representative at Tamalpais Asset Management

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa373721-f4b6-545e-e126-e15568245ea1
First observed: Jun 24, 2025
Last observed: Aug 31, 2026 19 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TAMALPAIS ASSET MANAGEMENT

MOUNT TAMALPAIS ASSET MANAGEMENT, LLC, CRD 301017

LARKSPUR, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fa373721-f4b6-545e-e126-e15568245ea1

Data as of Aug 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:56 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL ANTHONY BRISTOW

n/a

LARKSPUR, CA

yes

Lincoln Thomas Wells

n/a

LARKSPUR, CA

n/a

BRADLEY SCOTT STEPHENS

n/a

LARKSPUR, CA

WAYNE CAMERON BEST

n/a

LARKSPUR, CA | La Conner, WA

RICHARD WAYNE GIBSON

n/a

Long Beach, CA | LARKSPUR, CA

yes

JOSEPH DALY FIERRO

n/a

LARKSPUR, CA | Long Beach, CA

CHRISTOPHER JOHN MARTIN

n/a

LARKSPUR , CA | LARKSPUR, CA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRISTOW, MICHAEL, ANTHONY

MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

yes

02/2017

Aug 31, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$263M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$263M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GLOBAL VIEW CAPITAL MANAGEMENT LLC

Aug 5, 2026

Aug 7, 2026

LONG BEACH, CA

Team lift out

RIA to RIA

2.0%