# Grow Funds LLC

> Grow Funds LLC is a state-registered investment advisory firm in La Jolla, CA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 269960
- Filed as: GROW FUNDS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: La Jolla, CA
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/269960
- AdvisorCensus page: https://advisorcensus.com/firm/grow-funds-llc-la-jolla-ca-269960

## Quick answers

**How is Grow Funds LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Grow Funds LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Grow Funds LLC located?**
Grow Funds LLC's principal office is in La Jolla, CA, according to its Form ADV.

**Is Grow Funds LLC registered with the SEC or a state?**
Grow Funds LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 269960.

**How much does Grow Funds LLC manage?**
Grow Funds LLC reports $86,501,382 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (96% discretionary).

**What types of clients does Grow Funds LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34); individuals (other than high net worth individuals) (10); pooled investment vehicles (other than investment companies and business development companies) (2).

**Does Grow Funds 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/269960

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $86,501,382
- Discretionary: $82,677,926
- Non-discretionary: $3,823,456

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $987,740 |
| High net worth individuals | 34 | $56,118,827 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $18,452,472 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,348,592 |
| Charitable organizations | Fewer than 5 | $8,593,751 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2018 (7 years)
- Employees: 4 total, 4 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)
- growfundsllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grow Funds LLC (CRD 269960): Form ADV filing data as of October 2026.