# Aligned Asset Management

> Aligned Asset Management is a state-registered investment advisory firm in Oceanside, CA, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated September 16, 2026.

- CRD: 341768
- Filed as: ALIGNED ASSET MANAGEMENT
- Registration: State-registered investment adviser (status as filed: CONDREST)
- Location: Oceanside, CA
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/341768
- AdvisorCensus page: https://advisorcensus.com/firm/aligned-asset-management-oceanside-ca-341768

## Quick answers

**How is Aligned Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Aligned Asset Management reports these compensation arrangements: fixed fees (other than subscription fees); other.

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

**Is Aligned Asset Management registered with the SEC or a state?**
Aligned Asset Management is a state-registered investment advisory firm, registered since 2026. Status as filed: CONDREST. CRD 341768.

**Does Aligned Asset Management 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/341768

**What changed in Aligned Asset Management's recent Form ADV filings?**
In the October 2026 filing data: Newly registered with a state securities regulator.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with a state securities regulator.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aligned Asset Management (CRD 341768): Form ADV filing data as of October 2026.