# Antonio Andrade, CFP

> Antonio Andrade, CFP is a state-registered investment advisory firm in Ukiah, CA, registered since 1990, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 136312
- Filed as: ANTONIO ANDRADE, CFP
- Legal name: Antonio Steven Andrade
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ukiah, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136312
- AdvisorCensus page: https://advisorcensus.com/firm/antonio-andrade-cfp-ukiah-ca-136312

## Quick answers

**How is Antonio Andrade, CFP compensated?**
On its Form ADV (Item 5.E, October 2026), Antonio Andrade, CFP reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Antonio Andrade, CFP located?**
Antonio Andrade, CFP's principal office is in Ukiah, CA, according to its Form ADV.

**Is Antonio Andrade, CFP registered with the SEC or a state?**
Antonio Andrade, CFP is a state-registered investment advisory firm, registered since 1990. Status as filed: APPROVED. CRD 136312.

**How much does Antonio Andrade, CFP manage?**
Antonio Andrade, CFP reports $15,260,118 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (0% discretionary).

**What types of clients does Antonio Andrade, CFP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (9); individuals (other than high net worth individuals) (7).

**Does Antonio Andrade, CFP 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/136312

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,260,118
- Discretionary: $0
- Non-discretionary: $15,260,118

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $3,322,222 |
| High net worth individuals | 9 | $11,937,896 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 1990 (36 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Antonio Andrade, CFP (CRD 136312): Form ADV filing data as of October 2026.