{ "path": "/advisors/ca/san-francisco", "url": "https://advisorcensus.com/advisors/ca/san-francisco/page/18", "page_type": "metro", "title": "Financial advisors in San Francisco, CA", "filters": {}, "scope_total": 1779, "faq": [ { "q": "How many financial advisory firms are there in San Francisco, CA?", "a": "AdvisorCensus lists 1,779 investment advisory firms with a principal office in the San Francisco metro area, from Form ADV filings as of October 2026: 688 SEC-registered, 294 state-registered, and 797 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 San Francisco, CA?", "a": "320 of the 1,779 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 San Francisco, CA offer financial planning?", "a": "438 of the 982 firms in San Francisco, 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 San Francisco, 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 320 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 1,779 investment advisory firms with a principal office in the San Francisco metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "San Francisco has 1,779 investment advisory firms with a principal office in the metro area as of October 2026: 688 SEC-registered, 294 state-registered, and 797 exempt reporting advisers. 320 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 263 report under $100 million in regulatory assets under management. The metro area has 1,744,070 households, 592,601 of them with income of $200,000 or more, or 333 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in San Francisco, CA: 1,779 firms from Form ADV filings as of October 2026.", "total_firms": 1779, "page": 18, "total_pages": 36, "sort": "name", "registration_types": { "sec": 688, "state": 294, "exempt": 797 }, "fee_model_mix": [ { "code": "fee-only", "count": 320 }, { "code": "percentage_of_aum", "count": 901 }, { "code": "hourly", "count": 281 }, { "code": "subscription", "count": 14 }, { "code": "fixed", "count": 389 }, { "code": "commissions", "count": 11 }, { "code": "performance_based", "count": 359 }, { "code": "other", "count": 136 }, { "code": "not_reported", "count": 797 } ], "years_registered_distribution": [ { "code": "under_5", "count": 812 }, { "code": "5_to_9", "count": 394 }, { "code": "10_to_19", "count": 368 }, { "code": "20_plus", "count": 175 }, { "code": "not_reported", "count": 30 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 126 }, { "code": "25m_100m", "count": 137 }, { "code": "100m_500m", "count": 259 }, { "code": "500m_1b", "count": 103 }, { "code": "1b_5b", "count": 174 }, { "code": "over_5b", "count": 111 }, { "code": "not_reported", "count": 869 } ], "firms": [ { "crd_number": 123418, "name": "International Asset Management", "name_as_filed": "INTERNATIONAL ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/international-asset-management-san-mateo-ca-123418", "city": "San Mateo", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 102800, "name": "Internet Securities", "name_as_filed": "INTERNET SECURITIES", "url": "https://advisorcensus.com/firm/internet-securities-oakland-ca-102800", "city": "Oakland", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 160677, "name": "Interwest Partners", "name_as_filed": "INTERWEST PARTNERS", "url": "https://advisorcensus.com/firm/interwest-partners-san-francisco-ca-160677", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337627, "name": "Invantage Capital LLC", "name_as_filed": "INVANTAGE CAPITAL LLC", "url": "https://advisorcensus.com/firm/invantage-capital-llc-lafayette-ca-337627", "city": "Lafayette", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333749, "name": "Inversewealth LLC", "name_as_filed": "INVERSEWEALTH LLC", "url": "https://advisorcensus.com/firm/inversewealth-llc-san-ramon-ca-333749", "city": "San Ramon", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311947, "name": "Invictus Growth Partners", "name_as_filed": "INVICTUS GROWTH PARTNERS", "url": "https://advisorcensus.com/firm/invictus-growth-partners-san-mateo-ca-311947", "city": "San Mateo", "state": "CA", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 285260, "name": "Invision Capital Advisor, LLC", "name_as_filed": "INVISION CAPITAL ADVISOR, LLC", "url": "https://advisorcensus.com/firm/invision-capital-advisor-llc-san-francisco-ca-285260", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109330, "name": "Ironwood Capital Management Corp", "name_as_filed": "IRONWOOD CAPITAL MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/ironwood-capital-management-corp-san-francisco-ca-109330", "city": "San Francisco", "state": "CA", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297342, "name": "Iseed Ventures, LLC", "name_as_filed": "ISEED VENTURES, LLC", "url": "https://advisorcensus.com/firm/iseed-ventures-llc-san-francisco-ca-297342", "city": "San Francisco", "state": "CA", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326856, "name": "Islander Capital Partners, L.P.", "name_as_filed": "ISLANDER CAPITAL PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/islander-capital-partners-l-p-san-francisco-ca-326856", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 289422, "name": "Itero Capital, LLC", "name_as_filed": "ITERO CAPITAL, LLC", "url": "https://advisorcensus.com/firm/itero-capital-llc-san-rafaell-ca-289422", "city": "San Rafaell", "state": "CA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 328122, "name": "Ivy Invest Corporation", "name_as_filed": "IVY INVEST CORPORATION", "url": "https://advisorcensus.com/firm/ivy-invest-corporation-san-francisco-ca-328122", "city": "San Francisco", "state": "CA", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286445, "name": "IWC Asset Management LLC", "name_as_filed": "IWC ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/iwc-asset-management-llc-pleasanton-ca-286445", "city": "Pleasanton", "state": "CA", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112109, "name": "J.P. King Advisors, Inc.", "name_as_filed": "J.P. KING ADVISORS, INC.", "url": "https://advisorcensus.com/firm/j-p-king-advisors-inc-walnut-creek-ca-112109", "city": "Walnut Creek", "state": "CA", "years_registered": 25, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340218, "name": "J17 US Management Inc.", "name_as_filed": "J17 US MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/j17-us-management-inc-san-francisco-ca-340218", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324352, "name": "Jackson Peak Capital LLC", "name_as_filed": "JACKSON PEAK CAPITAL LLC", "url": "https://advisorcensus.com/firm/jackson-peak-capital-llc-lafayette-ca-324352", "city": "Lafayette", "state": "CA", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300314, "name": "Jackson Square Capital, LLC", "name_as_filed": "JACKSON SQUARE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/jackson-square-capital-llc-san-francisco-ca-300314", "city": "San Francisco", "state": "CA", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 170928, "name": "Jackson Square Ventures Management Company, LLC", "name_as_filed": "JACKSON SQUARE VENTURES MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/jackson-square-ventures-management-company-llc-san-francisco-ca-170928", "city": "San Francisco", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107674, "name": "Jacobs & Company, LLC", "name_as_filed": "JACOBS & COMPANY, LLC", "url": "https://advisorcensus.com/firm/jacobs-and-company-llc-san-francisco-ca-107674", "city": "San Francisco", "state": "CA", "years_registered": 50, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288419, "name": "Jane Financial, LLC", "name_as_filed": "JANE FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/jane-financial-llc-oakland-ca-288419", "city": "Oakland", "state": "CA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 177514, "name": "January Capital Advisors LLC", "name_as_filed": "JANUARY CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/january-capital-advisors-llc-san-francisco-ca-177514", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 161709, "name": "Javelin Venture Partners Management, LLC", "name_as_filed": "JAVELIN VENTURE PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/javelin-venture-partners-management-llc-san-francisco-ca-161709", "city": "San Francisco", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 277092, "name": "Jazz Venture Partners, LLC", "name_as_filed": "JAZZ VENTURE PARTNERS, LLC", "url": "https://advisorcensus.com/firm/jazz-venture-partners-llc-san-francisco-ca-277092", "city": "San Francisco", "state": "CA", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310676, "name": "JBV Capital, LLC", "name_as_filed": "JBV CAPITAL, LLC", "url": "https://advisorcensus.com/firm/jbv-capital-llc-san-francisco-ca-310676", "city": "San Francisco", "state": "CA", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 163084, "name": "JCSD Capital, LLC", "name_as_filed": "JCSD CAPITAL, LLC", "url": "https://advisorcensus.com/firm/jcsd-capital-llc-walnut-creek-ca-163084", "city": "Walnut Creek", "state": "CA", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 126990, "name": "Jersin Financial Services", "name_as_filed": "JERSIN FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/jersin-financial-services-danville-ca-126990", "city": "Danville", "state": "CA", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323831, "name": "Jocelyn Investment Management, LLC", "name_as_filed": "JOCELYN INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jocelyn-investment-management-llc-san-rafael-ca-323831", "city": "San Rafael", "state": "CA", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128976, "name": "John Friedman Financial", "name_as_filed": "JOHN FRIEDMAN FINANCIAL", "url": "https://advisorcensus.com/firm/john-friedman-financial-san-francisco-ca-128976", "city": "San Francisco", "state": "CA", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 287755, "name": "Jordan Park Group LLC", "name_as_filed": "JORDAN PARK GROUP LLC", "url": "https://advisorcensus.com/firm/jordan-park-group-llc-san-francisco-ca-287755", "city": "San Francisco", "state": "CA", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 340178, "name": "JSVK Management, LLC", "name_as_filed": "JSVK MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jsvk-management-llc-san-francisco-ca-340178", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327226, "name": "Just Futures", "name_as_filed": "JUST FUTURES", "url": "https://advisorcensus.com/firm/just-futures-san-francisco-ca-327226", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 314373, "name": "K5 Global Advisor LLC", "name_as_filed": "K5 GLOBAL ADVISOR LLC", "url": "https://advisorcensus.com/firm/k5-global-advisor-llc-san-francisco-ca-314373", "city": "San Francisco", "state": "CA", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 298248, "name": "Kaizen Financial Strategies, LLC", "name_as_filed": "KAIZEN FINANCIAL STRATEGIES, LLC", "url": "https://advisorcensus.com/firm/kaizen-financial-strategies-llc-pleasanton-ca-298248", "city": "Pleasanton", "state": "CA", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317692, "name": "Kapor Capital Management Company L.L.C.", "name_as_filed": "KAPOR CAPITAL MANAGEMENT COMPANY L.L.C.", "url": "https://advisorcensus.com/firm/kapor-capital-management-company-l-l-c-oakland-ca-317692", "city": "Oakland", "state": "CA", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333558, "name": "Karl Kapital", "name_as_filed": "KARL KAPITAL", "url": "https://advisorcensus.com/firm/karl-kapital-san-francisco-ca-333558", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 294643, "name": "Katalyst.ventures", "name_as_filed": "KATALYST.VENTURES", "url": "https://advisorcensus.com/firm/katalyst-ventures-san-francisco-ca-294643", "city": "San Francisco", "state": "CA", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328933, "name": "Kaul Capital Management, LLC", "name_as_filed": "KAUL CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kaul-capital-management-llc-san-francisco-ca-328933", "city": "San Francisco", "state": "CA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335715, "name": "Kauzer Capital Management, LLC", "name_as_filed": "KAUZER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kauzer-capital-management-llc-walnut-creek-ca-335715", "city": "Walnut Creek", "state": "CA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 134374, "name": "KB Financial Advisors LLC", "name_as_filed": "KB FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/kb-financial-advisors-llc-san-francisco-ca-134374", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109629, "name": "KCM Investment Advisors", "name_as_filed": "KCM INVESTMENT ADVISORS", "url": "https://advisorcensus.com/firm/kcm-investment-advisors-greenbrae-ca-109629", "city": "Greenbrae", "state": "CA", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 167390, "name": "Keenan Capital, LLC", "name_as_filed": "KEENAN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/keenan-capital-llc-burlingame-ca-167390", "city": "Burlingame", "state": "CA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334019, "name": "Keirestu Capital Blockchain Fund Manager, LLC", "name_as_filed": "KEIRESTU CAPITAL BLOCKCHAIN FUND MANAGER, LLC", "url": "https://advisorcensus.com/firm/keirestu-capital-blockchain-fund-manager-llc-tiburon-ca-334019", "city": "Tiburon", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329540, "name": "Kern Capital", "name_as_filed": "KERN CAPITAL", "url": "https://advisorcensus.com/firm/kern-capital-larkspur-ca-329540", "city": "Larkspur", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 106789, "name": "Kestrel Investment Management Corp", "name_as_filed": "KESTREL INVESTMENT MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/kestrel-investment-management-corp-san-mateo-ca-106789", "city": "San Mateo", "state": "CA", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 330807, "name": "Ketron Financial LLC", "name_as_filed": "KETRON FINANCIAL LLC", "url": "https://advisorcensus.com/firm/ketron-financial-llc-novato-ca-330807", "city": "Novato", "state": "CA", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 133193, "name": "Kevin Kennedy, LLC", "name_as_filed": "KEVIN KENNEDY, LLC", "url": "https://advisorcensus.com/firm/kevin-kennedy-llc-alameda-ca-133193", "city": "Alameda", "state": "CA", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 311827, "name": "Key Focus Wealth LLC", "name_as_filed": "KEY FOCUS WEALTH LLC", "url": "https://advisorcensus.com/firm/key-focus-wealth-llc-san-ramon-ca-311827", "city": "San Ramon", "state": "CA", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162910, "name": "Khosla Ventures, LLC", "name_as_filed": "KHOSLA VENTURES, LLC", "url": "https://advisorcensus.com/firm/khosla-ventures-llc-menlo-park-ca-162910", "city": "Menlo Park", "state": "CA", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 175049, "name": "KHP Capital Partners, L.P.", "name_as_filed": "KHP CAPITAL PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/khp-capital-partners-l-p-larkspur-ca-175049", "city": "Larkspur", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309935, "name": "Kinesic Capital LLC", "name_as_filed": "KINESIC CAPITAL LLC", "url": "https://advisorcensus.com/firm/kinesic-capital-llc-san-francisco-ca-309935", "city": "San Francisco", "state": "CA", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ca", "label": "Financial advisors in California" }, "metro": { "path": "/advisors/ca/san-francisco", "label": "Financial advisors in San Francisco, CA" }, "city_pages": [ { "path": "/advisors/ca/san-francisco/menlo-park", "label": "Financial advisors in Menlo Park, CA", "firm_count": 158 }, { "path": "/advisors/ca/san-francisco/san-mateo", "label": "Financial advisors in San Mateo, CA", "firm_count": 93 }, { "path": "/advisors/ca/san-francisco/walnut-creek", "label": "Financial advisors in Walnut Creek, CA", "firm_count": 62 }, { "path": "/advisors/ca/san-francisco/oakland", "label": "Financial advisors in Oakland, CA", "firm_count": 54 }, { "path": "/advisors/ca/san-francisco/mill-valley", "label": "Financial advisors in Mill Valley, CA", "firm_count": 44 }, { "path": "/advisors/ca/san-francisco/san-rafael", "label": "Financial advisors in San Rafael, CA", "firm_count": 44 }, { "path": "/advisors/ca/san-francisco/burlingame", "label": "Financial advisors in Burlingame, CA", "firm_count": 41 }, { "path": "/advisors/ca/san-francisco/berkeley", "label": "Financial advisors in Berkeley, CA", "firm_count": 32 }, { "path": "/advisors/ca/san-francisco/larkspur", "label": "Financial advisors in Larkspur, CA", "firm_count": 30 }, { "path": "/advisors/ca/san-francisco/lafayette", "label": "Financial advisors in Lafayette, CA", "firm_count": 29 }, { "path": "/advisors/ca/san-francisco/san-ramon", "label": "Financial advisors in San Ramon, CA", "firm_count": 29 }, { "path": "/advisors/ca/san-francisco/sausalito", "label": "Financial advisors in Sausalito, CA", "firm_count": 29 } ], "fee_pages": [ { "path": "/advisors/ca/san-francisco/fee-only", "label": "Fee-only financial advisors in San Francisco, CA", "firm_count": 320 }, { "path": "/advisors/ca/san-francisco/flat-fee", "label": "Flat-fee financial advisors in San Francisco, CA", "firm_count": 389 }, { "path": "/advisors/ca/san-francisco/hourly", "label": "Hourly financial advisors in San Francisco, CA", "firm_count": 281 } ], "answer_pages": [ { "path": "/advisors/ca/san-francisco/for-high-net-worth-individuals", "firm_count": 524, "label": "Financial advisors for high-net-worth individuals in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/for-retirement-plans", "firm_count": 228, "label": "Financial advisors for retirement plans in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/for-businesses", "firm_count": 211, "label": "Financial advisors for businesses in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/for-charities", "firm_count": 203, "label": "Financial advisors for charitable organizations in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/no-account-minimum", "firm_count": 68, "label": "Financial advisors with no account minimum in San Francisco, CA" } ], "niche_pages": [ { "path": "/advisors/ca/san-francisco/dentists", "firm_count": 1, "label": "Financial advisors for dentists in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/expats-and-americans-abroad", "firm_count": 1, "label": "Financial advisors for expats and Americans abroad in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/financial-independence-and-early-retirement", "firm_count": 2, "label": "Financial advisors for financial independence and early retirement in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/physicians", "firm_count": 1, "label": "Financial advisors for physicians in San Francisco, CA" }, { "path": "/advisors/ca/san-francisco/sustainable-and-impact-investing", "firm_count": 1, "label": "Financial advisors for sustainable and impact investing in San Francisco, CA" } ] }, "csv": "https://advisorcensus.com/advisors/ca/san-francisco.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }