AdvisorCensus / Financial advisors / California / San Francisco / Boldin Advisors
Boldin Advisors is an SEC-registered investment advisory firm in Mill Valley, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated August 13, 2026.
Quick answers
From the filingHow is Boldin Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Boldin Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).
Where is Boldin Advisors located?
Boldin Advisors' principal office is in Mill Valley, CA, according to its Form ADV.
Is Boldin Advisors registered with the SEC or a state?
Boldin Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 294881.
How have Boldin Advisors' assets and staff changed since 2025?
In the Form ADV data for Boldin Advisors: Total employees: 9 in October 2025 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Boldin Advisors serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (516); individuals (other than high net worth individuals) (305).
Does Boldin Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/294881
Does Boldin Advisors state an account minimum?
Its Form ADV Part 2A brochure dated March 16, 2026 says: "Boldin Advisors generally does not impose a minimum relationship size."
What changed in Boldin Advisors' recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in AK.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Boldin Advisors generally does not impose a minimum relationship size.
As stated in the firm's Form ADV Part 2A brochure dated March 16, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
Registration and firm details
Items 1, 2, 5- Legal name
- Newretirement Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 15. Performing investment advisory functions: 14.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
45 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 15 | August 13, 2026 |
| October 2025 | Not reported | 9 | July 17, 2025 |
Total employees: 9 in October 2025 and 15 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in AK.
- July 2026
- Registered or notice-filed in DC, DE.
- June 2026
- Registered or notice-filed in ID, ME, UT.
- May 2026
- No longer lists an office in Hillsborough, NJ.
- Registered or notice-filed in NM.
- April 2026
- Employees performing advisory functions went from 6 to 14.
- Added an office in Hillsborough, NJ.
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Registered or notice-filed in AL, HI, RI.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Boldin Advisors (CRD 294881): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/boldin-advisors-mill-valley-ca-294881