# Onward Advisors LLC

> Onward Advisors LLC is an SEC-registered investment advisory firm in Pasadena, CA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 316214
- Filed as: ONWARD ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pasadena, CA
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/316214
- AdvisorCensus page: https://advisorcensus.com/firm/onward-advisors-llc-pasadena-ca-316214

## Quick answers

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

**What does Onward Advisors LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Onward Advisors LLC located?**
Onward Advisors LLC's principal office is in Pasadena, CA, according to its Form ADV.

**Is Onward Advisors LLC registered with the SEC or a state?**
Onward Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 316214.

**How much does Onward Advisors LLC manage?**
Onward Advisors LLC reports $2,511,562 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**How have Onward Advisors LLC's assets and staff changed since 2023?**
In the Form ADV data for Onward Advisors LLC: Regulatory assets under management: $0 in the October 2023 data and $2,511,562 in the October 2026 data. Total employees: 5 in October 2023 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Onward 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 SEC record: https://adviserinfo.sec.gov/firm/summary/316214

**What changed in Onward Advisors LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 1.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> The maximum annual fee charged for this service will not exceed 2.00%. Onward’s fees are billed quarterly in advance, based upon the value

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,511,562
- Discretionary: $2,511,562
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2,511,562 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (3 years)
- Employees: 5 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)
- growwithonward.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 5 | March 31, 2023 |
| October 2024 | $0 | 5 | June 4, 2024 |
| October 2025 | Not reported | 5 | April 2, 2025 |
| October 2026 | $2,511,562 | 5 | September 29, 2026 |

Regulatory assets under management: $0 in the October 2023 data and $2,511,562 in the October 2026 data.
Total employees: 5 in October 2023 and 5 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 1.

### April 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Onward Advisors LLC (CRD 316214): Form ADV filing data as of October 2026.