# Aligned Advisors

> Aligned Advisors is a state-registered investment advisory firm in Oceanside, CA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 20, 2026.

- CRD: 173796
- Filed as: ALIGNED ADVISORS
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oceanside, CA
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173796
- AdvisorCensus page: https://advisorcensus.com/firm/aligned-advisors-oceanside-ca-173796

## Quick answers

**How is Aligned Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Aligned Advisors reports these compensation arrangements: a percentage of assets under its management; other.

**Where is Aligned Advisors located?**
Aligned Advisors' principal office is in Oceanside, CA, according to its Form ADV.

**Is Aligned Advisors registered with the SEC or a state?**
Aligned Advisors is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 173796.

**How much does Aligned Advisors manage?**
Aligned Advisors reports $28,976,557 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (0% discretionary).

**What types of clients does Aligned Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (56).

**Does Aligned Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/173796

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $28,976,557
- Discretionary: $0
- Non-discretionary: $28,976,557

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 56 | $28,976,557 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2022 (4 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, ID, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alignedadvisors.com
- Facebook @Aligned-Advisors-101823962019772
- LinkedIn @aligned-advisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aligned Advisors (CRD 173796): Form ADV filing data as of October 2026.