# Golden State Advisors, LLC

> Golden State Advisors, LLC is a state-registered investment advisory firm in San Mateo, CA, registered since 2008, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 147475
- Filed as: GOLDEN STATE ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Mateo, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147475
- AdvisorCensus page: https://advisorcensus.com/firm/golden-state-advisors-llc-san-mateo-ca-147475

## Quick answers

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

**Where is Golden State Advisors, LLC located?**
Golden State Advisors, LLC's principal office is in San Mateo, CA, according to its Form ADV.

**Is Golden State Advisors, LLC registered with the SEC or a state?**
Golden State Advisors, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147475.

**How much does Golden State Advisors, LLC manage?**
Golden State Advisors, LLC reports $7,117,068 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Golden State Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10); high net worth individuals (3); banking or thrift institutions (1).

**Does Golden State Advisors, LLC 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/147475

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $7,117,068
- Discretionary: $7,117,068
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $2,318,550 |
| High net worth individuals | 3 | $4,798,518 |
| Banking or thrift institutions | 1 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2008 (18 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)
- goldenstateadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Golden State Advisors, LLC (CRD 147475): Form ADV filing data as of October 2026.