# Barlow, Paul David

> Barlow, Paul David is a state-registered investment advisory firm in Laguna Hills, CA, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 284512
- Filed as: BARLOW, PAUL DAVID
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Laguna Hills, CA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284512
- AdvisorCensus page: https://advisorcensus.com/firm/barlow-paul-david-laguna-hills-ca-284512

## Quick answers

**How is Barlow, Paul David compensated?**
On its Form ADV (Item 5.E, October 2026), Barlow, Paul David reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Barlow, Paul David located?**
Barlow, Paul David's principal office is in Laguna Hills, CA, according to its Form ADV.

**Is Barlow, Paul David registered with the SEC or a state?**
Barlow, Paul David is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284512.

**How much does Barlow, Paul David manage?**
Barlow, Paul David reports $1,648,590 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does Barlow, Paul David serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does Barlow, Paul David 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/284512

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,648,590
- Discretionary: $1,648,590
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $225,722 |
| High net worth individuals | 5 | $1,422,868 |

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

### Firm details
- Registered since: 2016 (10 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.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @workwithcfp
- X @PDBARLOW

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Barlow, Paul David (CRD 284512): Form ADV filing data as of October 2026.