{ "path": "/advisors/ca/los-angeles/newport-beach", "url": "https://advisorcensus.com/advisors/ca/los-angeles/newport-beach/page/2", "page_type": "metro_city", "title": "Financial advisors in Newport Beach, CA", "filters": {}, "scope_total": 165, "faq": [ { "q": "How many financial advisory firms are there in Newport Beach, CA?", "a": "AdvisorCensus lists 165 investment advisory firms with a principal office in Newport Beach, California (part of the Los Angeles metro area), from Form ADV filings as of October 2026: 76 SEC-registered, 63 state-registered, and 26 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 Newport Beach, CA?", "a": "48 of the 165 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 Newport Beach, CA offer financial planning?", "a": "69 of the 139 firms in Newport Beach, CA 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 Newport Beach, CA 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 48 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": "AdvisorCensus lists 165 investment advisory firms with a principal office in Newport Beach, California (part of the Los Angeles metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Los Angeles metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Newport Beach, CA: 165 firms from Form ADV filings as of October 2026.", "total_firms": 165, "page": 2, "total_pages": 4, "sort": "name", "registration_types": { "sec": 76, "state": 63, "exempt": 26 }, "fee_model_mix": [ { "code": "fee-only", "count": 48 }, { "code": "percentage_of_aum", "count": 133 }, { "code": "hourly", "count": 49 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 60 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 42 }, { "code": "other", "count": 16 }, { "code": "not_reported", "count": 26 } ], "years_registered_distribution": [ { "code": "under_5", "count": 70 }, { "code": "5_to_9", "count": 32 }, { "code": "10_to_19", "count": 39 }, { "code": "20_plus", "count": 23 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 36 }, { "code": "25m_100m", "count": 24 }, { "code": "100m_500m", "count": 35 }, { "code": "500m_1b", "count": 8 }, { "code": "1b_5b", "count": 21 }, { "code": "over_5b", "count": 10 }, { "code": "not_reported", "count": 31 } ], "firms": [ { "crd_number": 283898, "name": "Executive Services, LLC", "name_as_filed": "EXECUTIVE SERVICES, LLC", "url": "https://advisorcensus.com/firm/executive-services-llc-newport-beach-ca-283898", "city": "Newport Beach", "state": "CA", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340841, "name": "Family Wealth Strategists, LLC", "name_as_filed": "FAMILY WEALTH STRATEGISTS, LLC", "url": "https://advisorcensus.com/firm/family-wealth-strategists-llc-newport-beach-ca-340841", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 104986, "name": "Fell Capital Management", "name_as_filed": "FELL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/fell-capital-management-newport-beach-ca-104986", "city": "Newport Beach", "state": "CA", "years_registered": 37, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 322251, "name": "Fiduciary Architects LLC", "name_as_filed": "FIDUCIARY ARCHITECTS LLC", "url": "https://advisorcensus.com/firm/fiduciary-architects-llc-newport-beach-ca-322251", "city": "Newport Beach", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321777, "name": "Flatrock Wealth Partners LLC", "name_as_filed": "FLATROCK WEALTH PARTNERS LLC", "url": "https://advisorcensus.com/firm/flatrock-wealth-partners-llc-newport-beach-ca-321777", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157326, "name": "Global Diversified Investments", "name_as_filed": "GLOBAL DIVERSIFIED INVESTMENTS", "url": "https://advisorcensus.com/firm/global-diversified-investments-newport-beach-ca-157326", "city": "Newport Beach", "state": "CA", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 172378, "name": "Green Street", "name_as_filed": "GREEN STREET", "url": "https://advisorcensus.com/firm/green-street-newport-beach-ca-172378", "city": "Newport Beach", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 305564, "name": "Gron Ventures, LLC", "name_as_filed": "GRON VENTURES, LLC", "url": "https://advisorcensus.com/firm/gron-ventures-llc-newport-beach-ca-305564", "city": "Newport Beach", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 135143, "name": "GSI Capital Advisors LLC", "name_as_filed": "GSI CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/gsi-capital-advisors-llc-newport-beach-ca-135143", "city": "Newport Beach", "state": "CA", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334520, "name": "Hall Financial Wellness", "name_as_filed": "HALL FINANCIAL WELLNESS", "url": "https://advisorcensus.com/firm/hall-financial-wellness-newport-beach-ca-334520", "city": "Newport Beach", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285636, "name": "Havaplan Financial", "name_as_filed": "HAVAPLAN FINANCIAL", "url": "https://advisorcensus.com/firm/havaplan-financial-newport-beach-ca-285636", "city": "Newport Beach", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 298791, "name": "Hexeum Capital", "name_as_filed": "HEXEUM CAPITAL", "url": "https://advisorcensus.com/firm/hexeum-capital-newport-beach-ca-298791", "city": "Newport Beach", "state": "CA", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 46217, "name": "Hollencrest Capital Management", "name_as_filed": "HOLLENCREST CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/hollencrest-capital-management-newport-beach-ca-46217", "city": "Newport Beach", "state": "CA", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 339917, "name": "Holt Investment Partners LLC", "name_as_filed": "HOLT INVESTMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/holt-investment-partners-llc-newport-beach-ca-339917", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140153, "name": "Investus Financial", "name_as_filed": "INVESTUS FINANCIAL", "url": "https://advisorcensus.com/firm/investus-financial-newport-beach-ca-140153", "city": "Newport Beach", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 344090, "name": "Invicta Capital Partners", "name_as_filed": "INVICTA CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/invicta-capital-partners-newport-beach-ca-344090", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 122307, "name": "JDL Advisers", "name_as_filed": "JDL ADVISERS", "url": "https://advisorcensus.com/firm/jdl-advisers-newport-beach-ca-122307", "city": "Newport Beach", "state": "CA", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166213, "name": "KBS Capital Advisors, LLC", "name_as_filed": "KBS CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kbs-capital-advisors-llc-newport-beach-ca-166213", "city": "Newport Beach", "state": "CA", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 119662, "name": "KBS Realty Advisors, LLC", "name_as_filed": "KBS REALTY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kbs-realty-advisors-llc-newport-beach-ca-119662", "city": "Newport Beach", "state": "CA", "years_registered": 23, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 110347, "name": "Knightsbridge Wealth Management", "name_as_filed": "KNIGHTSBRIDGE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/knightsbridge-wealth-management-newport-beach-ca-110347", "city": "Newport Beach", "state": "CA", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 338752, "name": "KRI Capital, LLC", "name_as_filed": "KRI CAPITAL, LLC", "url": "https://advisorcensus.com/firm/kri-capital-llc-newport-beach-ca-338752", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288509, "name": "L Squared Capital Partners", "name_as_filed": "L SQUARED CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/l-squared-capital-partners-newport-beach-ca-288509", "city": "Newport Beach", "state": "CA", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316171, "name": "Laguna Coast Capital", "name_as_filed": "LAGUNA COAST CAPITAL", "url": "https://advisorcensus.com/firm/laguna-coast-capital-newport-beach-ca-316171", "city": "Newport Beach", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 161124, "name": "Lifetime Financial, Inc.", "name_as_filed": "LIFETIME FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/lifetime-financial-inc-newport-beach-ca-161124", "city": "Newport Beach", "state": "CA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 316860, "name": "Lockerman Financial Group, Inc", "name_as_filed": "LOCKERMAN FINANCIAL GROUP, INC", "url": "https://advisorcensus.com/firm/lockerman-financial-group-inc-newport-beach-ca-316860", "city": "Newport Beach", "state": "CA", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314641, "name": "Long Ecommerce Ventures, LLC", "name_as_filed": "LONG ECOMMERCE VENTURES, LLC", "url": "https://advisorcensus.com/firm/long-ecommerce-ventures-llc-newport-beach-ca-314641", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282615, "name": "Longtail Alpha, LLC", "name_as_filed": "LONGTAIL ALPHA, LLC", "url": "https://advisorcensus.com/firm/longtail-alpha-llc-newport-beach-ca-282615", "city": "Newport Beach", "state": "CA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 332632, "name": "Malika Capital LLC", "name_as_filed": "MALIKA CAPITAL LLC", "url": "https://advisorcensus.com/firm/malika-capital-llc-newport-beach-ca-332632", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333755, "name": "Mauna KEA Capital LLC", "name_as_filed": "MAUNA KEA CAPITAL LLC", "url": "https://advisorcensus.com/firm/mauna-kea-capital-llc-newport-beach-ca-333755", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 115826, "name": "Medcentric Financial Network", "name_as_filed": "MEDCENTRIC FINANCIAL NETWORK", "url": "https://advisorcensus.com/firm/medcentric-financial-network-newport-beach-ca-115826", "city": "Newport Beach", "state": "CA", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 308394, "name": "Medici Capital LLC", "name_as_filed": "MEDICI CAPITAL LLC", "url": "https://advisorcensus.com/firm/medici-capital-llc-newport-beach-ca-308394", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 160782, "name": "MIG Capital, LLC", "name_as_filed": "MIG CAPITAL, LLC", "url": "https://advisorcensus.com/firm/mig-capital-llc-newport-beach-ca-160782", "city": "Newport Beach", "state": "CA", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 264786, "name": "Miramontes Capital, LLC", "name_as_filed": "MIRAMONTES CAPITAL, LLC", "url": "https://advisorcensus.com/firm/miramontes-capital-llc-newport-beach-ca-264786", "city": "Newport Beach", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137159, "name": "Newport Wealth Advisors, Inc.", "name_as_filed": "NEWPORT WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/newport-wealth-advisors-inc-newport-beach-ca-137159", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169963, "name": "Noble Wealth Management, Inc.", "name_as_filed": "NOBLE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/noble-wealth-management-inc-newport-beach-ca-169963", "city": "Newport Beach", "state": "CA", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165451, "name": "Nollenberger McCullough Investment Advisors LLC", "name_as_filed": "NOLLENBERGER MCCULLOUGH INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/nollenberger-mccullough-investment-advisors-llc-newport-beach-ca-165451", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289991, "name": "Ocvc, LLC", "name_as_filed": "OCVC, LLC", "url": "https://advisorcensus.com/firm/ocvc-llc-newport-beach-ca-289991", "city": "Newport Beach", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310176, "name": "Okapi Capital, LLC", "name_as_filed": "OKAPI CAPITAL, LLC", "url": "https://advisorcensus.com/firm/okapi-capital-llc-newport-beach-ca-310176", "city": "Newport Beach", "state": "CA", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161098, "name": "Okapi Venture Capital", "name_as_filed": "OKAPI VENTURE CAPITAL", "url": "https://advisorcensus.com/firm/okapi-venture-capital-newport-beach-ca-161098", "city": "Newport Beach", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329141, "name": "Old World Financial Advisors", "name_as_filed": "OLD WORLD FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/old-world-financial-advisors-newport-beach-ca-329141", "city": "Newport Beach", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 321632, "name": "Onitus Capital, LLC", "name_as_filed": "ONITUS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/onitus-capital-llc-newport-beach-ca-321632", "city": "Newport Beach", "state": "CA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314548, "name": "Orisha Capital, LLC", "name_as_filed": "ORISHA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/orisha-capital-llc-newport-beach-ca-314548", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 108989, "name": "Paamco Prisma, LLC", "name_as_filed": "PAAMCO PRISMA, LLC", "url": "https://advisorcensus.com/firm/paamco-prisma-llc-newport-beach-ca-108989", "city": "Newport Beach", "state": "CA", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 104559, "name": "Pacific Investment Management Company LLC", "name_as_filed": "PACIFIC INVESTMENT MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/pacific-investment-management-company-llc-newport-beach-ca-104559", "city": "Newport Beach", "state": "CA", "years_registered": 31, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 105169, "name": "Pacific Life Fund Advisors LLC", "name_as_filed": "PACIFIC LIFE FUND ADVISORS LLC", "url": "https://advisorcensus.com/firm/pacific-life-fund-advisors-llc-newport-beach-ca-105169", "city": "Newport Beach", "state": "CA", "years_registered": 46, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168830, "name": "Pacific Private Fund Advisors LLC", "name_as_filed": "PACIFIC PRIVATE FUND ADVISORS LLC", "url": "https://advisorcensus.com/firm/pacific-private-fund-advisors-llc-newport-beach-ca-168830", "city": "Newport Beach", "state": "CA", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 282463, "name": "Pacific Specialty Investment Group, LLC", "name_as_filed": "PACIFIC SPECIALTY INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/pacific-specialty-investment-group-llc-newport-beach-ca-282463", "city": "Newport Beach", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 301863, "name": "Pan Global Advisers, LLC", "name_as_filed": "PAN GLOBAL ADVISERS, LLC", "url": "https://advisorcensus.com/firm/pan-global-advisers-llc-newport-beach-ca-301863", "city": "Newport Beach", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307439, "name": "Paradox Investment Partners LLC", "name_as_filed": "PARADOX INVESTMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/paradox-investment-partners-llc-newport-beach-ca-307439", "city": "Newport Beach", "state": "CA", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", 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