{ "path": "/advisors/ca/hourly", "url": "https://advisorcensus.com/advisors/ca/hourly/page/28", "page_type": "state_fee", "title": "Hourly financial advisors in California", "filters": {}, "scope_total": 1751, "faq": [ { "q": "How many financial advisory firms are there in California?", "a": "AdvisorCensus lists 5,883 investment advisory firms with a principal office in California, from Form ADV filings as of October 2026: 1,951 SEC-registered, 2,366 state-registered, and 1,566 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in California?", "a": "1,633 of the 5,883 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in California offer financial planning?", "a": "2,397 of the 4,317 firms in California that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in California fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 1,633 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in California who charge by the hour. AdvisorCensus lists 1,751 investment advisory firms with a principal office in California that report hourly charges among their Form ADV Item 5.E compensation arrangements, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.", "about_market": null, "citation": "AdvisorCensus. Hourly financial advisors in California: 1,751 firms from Form ADV filings as of October 2026.", "total_firms": 1751, "page": 28, "total_pages": 36, "sort": "name", "registration_types": { "sec": 576, "state": 1175, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 747 }, { "code": "percentage_of_aum", "count": 1492 }, { "code": "hourly", "count": 1751 }, { "code": "subscription", "count": 38 }, { "code": "fixed", "count": 1365 }, { "code": "commissions", "count": 53 }, { "code": "performance_based", "count": 115 }, { "code": "other", "count": 162 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 549 }, { "code": "5_to_9", "count": 457 }, { "code": "10_to_19", "count": 416 }, { "code": "20_plus", "count": 325 }, { "code": "not_reported", "count": 4 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 521 }, { "code": "25m_100m", "count": 368 }, { "code": "100m_500m", "count": 380 }, { "code": "500m_1b", "count": 90 }, { "code": "1b_5b", "count": 80 }, { "code": "over_5b", "count": 31 }, { "code": "not_reported", "count": 281 } ], "firms": [ { "crd_number": 127800, "name": "Robert Horowitz Wealth Management", "name_as_filed": "ROBERT HOROWITZ WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/robert-horowitz-wealth-management-127800", "city": null, "state": null, "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308827, "name": "Roberts Wealth Advisors, LLC", "name_as_filed": "ROBERTS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/roberts-wealth-advisors-llc-menlo-park-ca-308827", "city": "Menlo Park", "state": "CA", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289977, "name": "Robertson Stephens", "name_as_filed": "ROBERTSON STEPHENS", "url": "https://advisorcensus.com/firm/robertson-stephens-san-francisco-ca-289977", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338696, "name": "Robin Lee Wealth Management", "name_as_filed": "ROBIN LEE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/robin-lee-wealth-management-338696", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132722, "name": "Rogers Investment Advisors, LLC", "name_as_filed": "ROGERS INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rogers-investment-advisors-llc-santa-clara-ca-132722", "city": "Santa Clara", "state": "CA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332018, "name": "Rohr Financial Advisors, LLC", "name_as_filed": "ROHR FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rohr-financial-advisors-llc-arroyo-grande-ca-332018", "city": "Arroyo Grande", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105774, "name": "Rosenblum Silverman Sutton SF Inc", "name_as_filed": "ROSENBLUM SILVERMAN SUTTON SF INC", "url": "https://advisorcensus.com/firm/rosenblum-silverman-sutton-sf-inc-san-francisco-ca-105774", "city": "San Francisco", "state": "CA", "years_registered": 42, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173139, "name": "Rothman Investment Management, LLC", "name_as_filed": "ROTHMAN INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rothman-investment-management-llc-atascadero-ca-173139", "city": "Atascadero", "state": "CA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284540, "name": "Rowland Financial Services", "name_as_filed": "ROWLAND FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/rowland-financial-services-roseville-ca-284540", "city": "Roseville", "state": "CA", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 135663, "name": "Royal & Associates, Inc.", "name_as_filed": "ROYAL & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/royal-and-associates-inc-beverly-hills-ca-135663", "city": "Beverly Hills", "state": "CA", "years_registered": 37, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141287, "name": "Royale Investment Advisor LLC", "name_as_filed": "ROYALE INVESTMENT ADVISOR LLC", "url": "https://advisorcensus.com/firm/royale-investment-advisor-llc-riverside-ca-141287", "city": "Riverside", "state": "CA", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 294105, "name": "RPA Financial, LLC", "name_as_filed": "RPA FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/rpa-financial-llc-san-rafael-ca-294105", "city": "San Rafael", "state": "CA", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172173, "name": "RPG Investment Advisory, LLC", "name_as_filed": "RPG INVESTMENT ADVISORY, LLC", "url": "https://advisorcensus.com/firm/rpg-investment-advisory-llc-pleasanton-ca-172173", "city": "Pleasanton", "state": "CA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310395, "name": "RR Financial Management LLC", "name_as_filed": "RR FINANCIAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rr-financial-management-llc-fresno-ca-310395", "city": "Fresno", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136849, "name": "RSG Financial Group Inc", "name_as_filed": "RSG FINANCIAL GROUP INC", "url": "https://advisorcensus.com/firm/rsg-financial-group-inc-stockton-ca-136849", "city": "Stockton", "state": "CA", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 174447, "name": "Rubicon Advisors", "name_as_filed": "RUBICON ADVISORS", "url": "https://advisorcensus.com/firm/rubicon-advisors-redding-ca-174447", "city": "Redding", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336764, "name": "Rubric Advisors LLC", "name_as_filed": "RUBRIC ADVISORS LLC", "url": "https://advisorcensus.com/firm/rubric-advisors-llc-san-francisco-ca-336764", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 147310, "name": "Rugh Financial", "name_as_filed": "RUGH FINANCIAL", "url": "https://advisorcensus.com/firm/rugh-financial-147310", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 341789, "name": "Saaga Wealth Planning LLC", "name_as_filed": "SAAGA WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/saaga-wealth-planning-llc-341789", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 324752, "name": "Sachi Financial Planning", "name_as_filed": "SACHI FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/sachi-financial-planning-newport-beach-ca-324752", "city": "Newport Beach", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289950, "name": "Sackett Wealth Advisors, Inc.", "name_as_filed": "SACKETT WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/sackett-wealth-advisors-inc-brea-ca-289950", "city": "Brea", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324397, "name": "Safe Harbor Assets", "name_as_filed": "SAFE HARBOR ASSETS", "url": "https://advisorcensus.com/firm/safe-harbor-assets-324397", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 146132, "name": "Safeguard Investment Advisory Group, LLC", "name_as_filed": "SAFEGUARD INVESTMENT ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/safeguard-investment-advisory-group-llc-corona-ca-146132", "city": "Corona", "state": "CA", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 328149, "name": "Sage Financial", "name_as_filed": "SAGE FINANCIAL", "url": "https://advisorcensus.com/firm/sage-financial-328149", "city": null, "state": null, "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 322823, "name": "Sage Investment Group", "name_as_filed": "SAGE INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/sage-investment-group-pasadena-ca-322823", "city": "Pasadena", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "commissions" ], "enhanced": false }, { "crd_number": 290148, "name": "Sage Rhino Capital LLC", "name_as_filed": "SAGE RHINO CAPITAL LLC", "url": "https://advisorcensus.com/firm/sage-rhino-capital-llc-menlo-park-ca-290148", "city": "Menlo Park", "state": "CA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335416, "name": "Sage Wealth Solutions, LLC", "name_as_filed": "SAGE WEALTH SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/sage-wealth-solutions-llc-palmdale-ca-335416", "city": "Palmdale", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147890, "name": "Sagent Wealth Management", "name_as_filed": "SAGENT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/sagent-wealth-management-laguna-beach-ca-147890", "city": "Laguna Beach", "state": "CA", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331486, "name": "Sailcrest Capital Management LLC", "name_as_filed": "SAILCREST CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sailcrest-capital-management-llc-newport-beach-ca-331486", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based", "other" ], "enhanced": false }, { "crd_number": 138087, "name": "Salvini Financial Planning", "name_as_filed": "SALVINI FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/salvini-financial-planning-san-luis-obispo-ca-138087", "city": "San Luis Obispo", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 336457, "name": "San Francisco Asset Solutions", "name_as_filed": "SAN FRANCISCO ASSET SOLUTIONS", "url": "https://advisorcensus.com/firm/san-francisco-asset-solutions-sacramento-ca-336457", "city": "Sacramento", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309506, "name": "San Luis Wealth Advisors", "name_as_filed": "SAN LUIS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/san-luis-wealth-advisors-san-luis-obispo-ca-309506", "city": "San Luis Obispo", "state": "CA", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111295, "name": "Sand Hill Global Advisors, LLC", "name_as_filed": "SAND HILL GLOBAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sand-hill-global-advisors-llc-palo-alto-ca-111295", "city": "Palo Alto", "state": "CA", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 334207, "name": "Santa Cruz Financial", "name_as_filed": "SANTA CRUZ FINANCIAL", "url": "https://advisorcensus.com/firm/santa-cruz-financial-rancho-cucamonga-ca-334207", "city": "Rancho Cucamonga", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 325737, "name": "Santa Cruz Wealth Management Inc.", "name_as_filed": "SANTA CRUZ WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/santa-cruz-wealth-management-inc-westlake-village-ca-325737", "city": "Westlake Village", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140810, "name": "Santa FE' Wealth Management", "name_as_filed": "SANTA FE' WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/santa-fe-wealth-management-san-diego-ca-140810", "city": "San Diego", "state": "CA", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333407, "name": "Santafino Wealth Management LLC", "name_as_filed": "SANTAFINO WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/santafino-wealth-management-llc-santa-barbara-ca-333407", "city": "Santa Barbara", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333780, "name": "Santara Wealth Management LLC", "name_as_filed": "SANTARA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/santara-wealth-management-llc-san-diego-ca-333780", "city": "San Diego", "state": "CA", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168689, "name": "Sapient Road Wealth Management, LLC", "name_as_filed": "SAPIENT ROAD WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sapient-road-wealth-management-llc-168689", "city": null, "state": null, "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 341280, "name": "Sapphire Wealth Advisory", "name_as_filed": "SAPPHIRE WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/sapphire-wealth-advisory-westminster-ca-341280", "city": "Westminster", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288015, "name": "SAS Financial Advisors, LLC.", "name_as_filed": "SAS FINANCIAL ADVISORS, LLC.", "url": "https://advisorcensus.com/firm/sas-financial-advisors-llc-san-francisco-ca-288015", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340202, "name": "Savi Finance", "name_as_filed": "SAVI FINANCE", "url": "https://advisorcensus.com/firm/savi-finance-340202", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "hourly", "subscription" ], "enhanced": false }, { "crd_number": 105702, "name": "Schmitz Capital Partners, LLC", "name_as_filed": "SCHMITZ CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/schmitz-capital-partners-llc-mill-valley-ca-105702", "city": "Mill Valley", "state": "CA", "years_registered": 37, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 305833, "name": "Scionai", "name_as_filed": "SCIONAI", "url": "https://advisorcensus.com/firm/scionai-305833", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 134243, "name": "Scott Anderson Financial, Inc.", "name_as_filed": "SCOTT ANDERSON FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/scott-anderson-financial-inc-newport-beach-ca-134243", "city": "Newport Beach", "state": "CA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338629, "name": "Scout Wealth Advisors LLC", "name_as_filed": "SCOUT WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/scout-wealth-advisors-llc-pasadena-ca-338629", "city": "Pasadena", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170014, "name": "SDM Advisors, LLC", "name_as_filed": "SDM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sdm-advisors-llc-san-francisco-ca-170014", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 171312, "name": "Sdmi Insurance and Financial Services", "name_as_filed": "SDMI INSURANCE AND FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/sdmi-insurance-and-financial-services-el-dorado-hills-ca-171312", "city": "El Dorado Hills", "state": "CA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 332674, "name": "Seapoint Capital Management LLC", "name_as_filed": "SEAPOINT CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/seapoint-capital-management-llc-332674", "city": 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