AdvisorCensus / Financial advisors / California / San Francisco, CA / New firms
New investment advisory firms in San Francisco, CA
111 investment advisory firms in San Francisco, CA first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
All firms headquartered in San Francisco, CA · Atom feed · How this list is built
October 2026 (9)
| Firm | Location | Registration |
|---|
| Arthaus Subordinate Class IIB Manager, LLC | Oakland, CA | Exempt reporting adviser |
| Atrium Consulting LLC | San Francisco, CA | Exempt reporting adviser |
| BSF III GP, LLC | Berkeley, CA | Exempt reporting adviser |
| Crosscourt Management, LLC | San Francisco, CA | Exempt reporting adviser |
| Dent Capital | Menlo Park, CA | Exempt reporting adviser |
| Formata Labs Capital Advisors, LLC | San Francisco, CA | Exempt reporting adviser |
| Lafayette Square Financial Advisors, Inc. | Walnut Creek, CA | SEC-registered investment adviser |
| Manifold Investment Partners LLC | San Francisco, CA | SEC-registered investment adviser |
| Zero Labs Inc. | San Francisco, CA | SEC-registered investment adviser |
September 2026 (6)
August 2026 (10)
| Firm | Location | Registration |
|---|
| DNX Ventures | San Mateo, CA | Exempt reporting adviser |
| Financial Zen | San Francisco, CA | SEC-registered investment adviser |
| HHPF Capital LLC | Oakland, CA | Exempt reporting adviser |
| Hill Capital | San Francisco, CA | Exempt reporting adviser |
| Incision Capital Management LP | San Francisco, CA | SEC-registered investment adviser |
| Mangusta Capital | San Francisco, CA | Exempt reporting adviser |
| Modern Capital Ventures Management, LLC | San Francisco, CA | Exempt reporting adviser |
| Motive Force Management, LLC | San Francisco, CA | Exempt reporting adviser |
| Superintelligence Capital | San Francisco, CA | Exempt reporting adviser |
| Wealth Script Advisors | San Francisco, CA | SEC-registered investment adviser |
July 2026 (8)
| Firm | Location | Registration |
|---|
| AMP Foundry Management LLC | San Francisco, CA | Exempt reporting adviser |
| Appleseed Advisory, LLC | San Francisco, CA | SEC-registered investment adviser |
| Aurum VP GP LLC | Pleasanton, CA | Exempt reporting adviser |
| Beacon Coast Partners, LLC | San Francisco, CA | SEC-registered investment adviser |
| Broadside Wealth | San Francisco, CA | SEC-registered investment adviser |
| Dunlap Equity Management, LLC. | San Francisco, CA | Exempt reporting adviser |
| Luna Capital Management, LLC | Burlingame, CA | SEC-registered investment adviser |
| Veraz Advisors | San Ramon, CA | SEC-registered investment adviser |
June 2026 (5)
May 2026 (9)
| Firm | Location | Registration |
|---|
| Alamo Capital | Walnut Creek, CA | SEC-registered investment adviser |
| AMP Foundry GP, L.L.C. | San Francisco, CA | Exempt reporting adviser |
| Hunt Wealth Management | Concord, CA | SEC-registered investment adviser |
| IG Better Future Management, LLC | Menlo Park, CA | SEC-registered investment adviser |
| Meson Quantitative Management LLC | San Francisco, CA | SEC-registered investment adviser |
| NDH Opportunity LLC | San Francisco, CA | SEC-registered investment adviser |
| Schelling Point Partners | Berkeley, CA | Exempt reporting adviser |
| Think Different Financial Planning | Menlo Park, CA | SEC-registered investment adviser |
| Weber Capital Management LLC | San Francisco, CA | SEC-registered investment adviser |
April 2026 (15)
| Firm | Location | Registration |
|---|
| Ajax Health Management Company, LLC | Menlo Park, CA | SEC-registered investment adviser |
| Alameda Capital Management, LLC | Menlo Park, CA | Exempt reporting adviser |
| Beillion Capital LLC | Fremont, CA | Exempt reporting adviser |
| Cavalry Management Group 2, LLC | San Francisco, CA | Exempt reporting adviser |
| Cavu Wealth Advisors, LLC | Walnut Creek, CA | SEC-registered investment adviser |
| Ella Financial Advising | Oakland, CA | SEC-registered investment adviser |
| F1 Investment Management, LLC | San Francisco, CA | Exempt reporting adviser |
| Fairlight Advisors | San Francisco, CA | SEC-registered investment adviser |
| Godel Soul LLC | Larkspur, CA | Exempt reporting adviser |
| Greymatter Capital | Berkeley, CA | Exempt reporting adviser |
| Hunniwell Lake Ventures | Palo Alto, CA | Exempt reporting adviser |
| Immad Akhund Ventures Management, LLC | San Francisco, CA | Exempt reporting adviser |
| Just Futures | San Francisco, CA | SEC-registered investment adviser |
| Permian Capital LLC | San Francisco, CA | Exempt reporting adviser |
| Startup Capital Ventures Management Co III, LLC | Menlo Park, CA | Exempt reporting adviser |
March 2026 (6)
February 2026 (13)
| Firm | Location | Registration |
|---|
| Fathom Point Capital LLC | San Francisco, CA | SEC-registered investment adviser |
| Gree LP Fund US | San Francisco, CA | Exempt reporting adviser |
| KB Financial Advisors LLC | San Francisco, CA | SEC-registered investment adviser |
| Maney Wealth | San Francisco, CA | State-registered investment adviser |
| Merl Investments LLC | San Francisco, CA | Exempt reporting adviser |
| Outcast Ventures, LLC | Burlingame, CA | Exempt reporting adviser |
| Phenomenal Ventures LLC | San Francisco, CA | Exempt reporting adviser |
| Progression Management, LLC | San Francisco, CA | Exempt reporting adviser |
| Rittmann Capital Management Co | Moraga, CA | SEC-registered investment adviser |
| Robinhood Ventures | Menlo Park, CA | SEC-registered investment adviser |
| Stonebridge Financial Group | San Rafael, CA | SEC-registered investment adviser |
| Strange Ventures | San Francisco, CA | Exempt reporting adviser |
| Ultra Capital Management LLC | San Francisco, CA | SEC-registered investment adviser |
January 2026 (4)
December 2025 (26)
| Firm | Location | Registration |
|---|
| AFT US Capital LLC | San Francisco, CA | SEC-registered investment adviser |
| AK Global Asset Management, LLC | Oakland, CA | SEC-registered investment adviser |
| AQT Capital Management, LLC | San Rafael, CA | Exempt reporting adviser |
| Bark Securities, LLC | San Francisco, CA | SEC-registered investment adviser |
| Blueline Capital | San Francisco, CA | SEC-registered investment adviser |
| Capra Ventures Management, LLC | San Francisco, CA | Exempt reporting adviser |
| Contango Wealth Management LLC | Oakland, CA | SEC-registered investment adviser |
| Defilade Capital Management, L.P. | Emeryville, CA | SEC-registered investment adviser |
| Edition Ventures LLC | Greenbrae, CA | Exempt reporting adviser |
| Enrich Finance LLC | San Francisco, CA | SEC-registered investment adviser |
| Envoy Equity Partners LP | San Francisco, CA | Exempt reporting adviser |
| Fullerton Advisors, LLC | Danville, CA | SEC-registered investment adviser |
| Garhwal, Chan & Williams Inc. | San Francisco, CA | SEC-registered investment adviser |
| Gordian Capital Management, LLC | Mill Valley, CA | SEC-registered investment adviser |
| Hyphen Wealth Management | Lafayette, CA | SEC-registered investment adviser |
| Leifm LLC | San Francisco, CA | Exempt reporting adviser |
| Mezzi | Menlo Park, CA | SEC-registered investment adviser |
| Morview Capital Fund C LLC | San Francisco, CA | Exempt reporting adviser |
| Powerlaw Fund Adviser, LLC | San Francisco, CA | SEC-registered investment adviser |
| Quadratic Busan Energy Management LLC | San Francisco, CA | Exempt reporting adviser |
| Red Glass Management, LLC | Menlo Park, CA | Exempt reporting adviser |
| Striker Management, LLC | San Francisco, CA | Exempt reporting adviser |
| Vanarth Investment Management LLC | San Francisco, CA | Exempt reporting adviser |
| VL Fund Management, LLC | San Francisco, CA | Exempt reporting adviser |
| Warm Springs Advisors Inc. | Larkspur, CA | SEC-registered investment adviser |
| West Star Management LLC | San Francisco, CA | Exempt reporting adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
Cite this page
AdvisorCensus. New investment advisory firms in San Francisco, CA. https://advisorcensus.com/advisors/ca/san-francisco/new-firms
https://advisorcensus.com/advisors/ca/san-francisco/new-firms
