{
  "crd_number": 288602,
  "slug": "inflection-advisors-camarillo-ca-288602",
  "primary_business_name": "INFLECTION ADVISORS",
  "legal_name": "INFLECTION WEALTH LLC",
  "dbas": [],
  "city": "Camarillo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "37100",
  "metro": {
    "cbsa_code": "37100",
    "common_name": "Oxnard",
    "msa_name": "Oxnard-Thousand Oaks-Ventura, CA",
    "path": "/advisors/ca/oxnard"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2017-07-14",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-09-04",
  "carried_forward": false,
  "raum_total": 84175342.0,
  "raum_discretionary": 84175342.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 68604.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 37538218.0,
      "count": 102
    },
    "pension_profit_sharing": {
      "raum": 184763.0,
      "count": null,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 1159547.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 39493916.0,
      "count": 28
    },
    "corporations_other_businesses": {
      "raum": 5730294.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://inflectionadvisor.com",
    "https://linkedin.com/company/inflection-advisors",
    "https://youtube.com/@GregKarisCFP"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/288602",
  "disclosure_items": [
    {
      "item": "11.D(1)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?"
    },
    {
      "item": "11.D(3)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?"
    }
  ],
  "city_as_filed": "CAMARILLO",
  "url": "https://advisorcensus.com/firm/inflection-advisors-camarillo-ca-288602",
  "display_name": "Inflection Advisors",
  "summary": "Inflection Advisors is a state-registered investment advisory firm in Camarillo, CA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.",
  "citation": "AdvisorCensus. Inflection Advisors (CRD 288602): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Inflection Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Inflection Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Inflection Advisors located?",
      "a": "Inflection Advisors' principal office is in Camarillo, CA, according to its Form ADV."
    },
    {
      "q": "Is Inflection Advisors registered with the SEC or a state?",
      "a": "Inflection Advisors is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288602."
    },
    {
      "q": "How much does Inflection Advisors manage?",
      "a": "Inflection Advisors reports $84,175,342 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Inflection Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (28); other investment advisers (5)."
    },
    {
      "q": "Does Inflection Advisors report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(1) (another regulator's finding of a false statement or omission, or of dishonest, unfair, or unethical conduct) and 11.D(3) (another regulator's finding of causing a business's authorization to be denied, suspended, revoked, or restricted). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288602"
    },
    {
      "q": "What changed in Inflection Advisors' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Regulatory assets under management went from $66,896,259 to $84,175,342 (+26%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Regulatory assets under management went from $66,896,259 to $84,175,342 (+26%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/inflection-advisors-camarillo-ca-288602.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 102,
      "fewer_than_5": false,
      "raum": 37538218.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 28,
      "fewer_than_5": false,
      "raum": 39493916.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 184763.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 68604.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 5,
      "fewer_than_5": false,
      "raum": 1159547.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 5730294.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/288602",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}