# Behavior Shift

> Behavior Shift is a state-registered investment advisory firm in Murrieta, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 332054
- Filed as: BEHAVIOR SHIFT
- Legal name: Kevin and Melissa LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Murrieta, CA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332054
- AdvisorCensus page: https://advisorcensus.com/firm/behavior-shift-murrieta-ca-332054

## Quick answers

**How is Behavior Shift compensated?**
On its Form ADV (Item 5.E, October 2026), Behavior Shift reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Behavior Shift located?**
Behavior Shift's principal office is in Murrieta, CA, according to its Form ADV.

**Is Behavior Shift registered with the SEC or a state?**
Behavior Shift is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332054.

**How much does Behavior Shift manage?**
Behavior Shift reports $664,290 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Behavior Shift serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2).

**Does Behavior Shift 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/332054

## 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: $664,290
- Discretionary: $664,290
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $664,290 |

### 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: 2024 (2 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)
- behavior-shift.com
- faithdrivenstewardship.info
- Facebook @behaviorshift
- Facebook facebook.com
- Facebook facebook.com
- Instagram @kevinbehaviorshift
- LinkedIn @behavior-shift
- LinkedIn @kevinriggsapolinar
- TikTok @kevinbehaviorshift
- YouTube @Behavior-Shift

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Behavior Shift (CRD 332054): Form ADV filing data as of October 2026.