# Longboard Capital Advisors, LLC

> Longboard Capital Advisors, LLC is a state-registered investment advisory firm, registered since 2006, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 134550
- Filed as: LONGBOARD CAPITAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/134550
- AdvisorCensus page: https://advisorcensus.com/firm/longboard-capital-advisors-llc-134550

## Quick answers

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

**Is Longboard Capital Advisors, LLC registered with the SEC or a state?**
Longboard Capital Advisors, LLC is a state-registered investment advisory firm, registered since 2006. Status as filed: APPROVED. CRD 134550.

**How much does Longboard Capital Advisors, LLC manage?**
Longboard Capital Advisors, LLC reports $10,379,101 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Longboard Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (9); pension and profit sharing plans (but not the plan participants or government pension plans) (1); corporations or other businesses not listed above (1).

**Does Longboard Capital 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/134550

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $10,379,101
- Discretionary: $10,379,101
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 9 | $3,848,765 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $3,837,898 |
| Corporations or other businesses not listed above | 1 | $2,692,438 |

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

### Firm details
- Registered since: 2006 (20 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- longboardcapital.com
- LinkedIn @longboard

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Longboard Capital Advisors, LLC (CRD 134550): Form ADV filing data as of October 2026.