{
  "crd_number": 174306,
  "slug": "flexpath-strategies-aliso-viejo-ca-174306",
  "primary_business_name": "FLEXPATH STRATEGIES",
  "legal_name": "FLEXPATH STRATEGIES LLC",
  "dbas": [
    "FIDUCIARYPATH",
    "FIDUCIARYPATH ADVISORS"
  ],
  "city": "Aliso Viejo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-02-13",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-06-26",
  "carried_forward": false,
  "raum_total": 2913734672.0,
  "raum_discretionary": 2913734672.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 5,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "corporations_other_businesses": {
      "raum": 2913734672.0,
      "count": 741
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "pension_consulting",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "DC",
    "DE",
    "FL",
    "GA",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://flexpathstrategies.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174306",
  "city_as_filed": "ALISO VIEJO",
  "url": "https://advisorcensus.com/firm/flexpath-strategies-aliso-viejo-ca-174306",
  "display_name": "Flexpath Strategies",
  "summary": "Flexpath Strategies is an SEC-registered investment advisory firm in Aliso Viejo, CA, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 26, 2026.",
  "citation": "AdvisorCensus. Flexpath Strategies (CRD 174306): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Flexpath Strategies compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Flexpath Strategies reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Flexpath Strategies located?",
      "a": "Flexpath Strategies' principal office is in Aliso Viejo, CA, according to its Form ADV."
    },
    {
      "q": "Is Flexpath Strategies registered with the SEC or a state?",
      "a": "Flexpath Strategies is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174306."
    },
    {
      "q": "How much does Flexpath Strategies manage?",
      "a": "Flexpath Strategies reports $2,913,734,672 in regulatory assets under management in its Form ADV filing dated June 26, 2026 (100% discretionary)."
    },
    {
      "q": "How have Flexpath Strategies' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Flexpath Strategies: Regulatory assets under management: $23,193,503,997 in the October 2021 data and $2,913,734,672 in the October 2026 data, down 87%. Total employees: 12 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Flexpath Strategies serve?",
      "a": "By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (741)."
    },
    {
      "q": "Does Flexpath Strategies report any disciplinary disclosures?",
      "a": "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/174306"
    },
    {
      "q": "What changed in Flexpath Strategies' recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 5 to 3. Registered or notice-filed in AZ, KY, OR, WV."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 23193503997.0,
      "total_employees": 12,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 36176225000.0,
      "total_employees": 12,
      "filing_date": "2022-08-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 39534404000.0,
      "total_employees": 12,
      "filing_date": "2023-09-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 65973486697.0,
      "total_employees": 25,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 79850427347.0,
      "total_employees": 28,
      "filing_date": "2025-06-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2913734672.0,
      "total_employees": 5,
      "filing_date": "2026-06-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 3.",
        "Registered or notice-filed in AZ, KY, OR, WV."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 12 to 5.",
        "Regulatory assets under management went from $79,850,427,347 to $2,700,000,000 (-97%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/flexpath-strategies-aliso-viejo-ca-174306.md",
  "clients": [
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 741,
      "fewer_than_5": false,
      "raum": 2913734672.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174306",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}