{
  "crd_number": 167771,
  "slug": "practicecfo-investments-san-diego-ca-167771",
  "primary_business_name": "PRACTICECFO INVESTMENTS",
  "legal_name": "SILVER COAST INVESTMENTS LLC",
  "dbas": [],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-04",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-19",
  "carried_forward": false,
  "raum_total": 401606316.0,
  "raum_discretionary": 401606316.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 32,
  "advisory_employees": 12,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 8821094.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 13316083.0,
      "count": 85
    },
    "pension_profit_sharing": {
      "raum": 223331259.0,
      "count": 209
    },
    "high_net_worth_individuals": {
      "raum": 156137880.0,
      "count": 126
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "CA",
    "NC",
    "NV",
    "NY",
    "OR",
    "PA",
    "TX",
    "UT",
    "WA"
  ],
  "websites": [
    "https://associatesonfire.com",
    "https://facebook.com/PracticeCFO",
    "https://facebook.com/associatesonfire",
    "https://instagram.com/PracticeCFO",
    "https://instagram.com/associatesonfire",
    "https://linkedin.com/company/practicecfo",
    "https://linkedin.com/showcase/associates-on-fire",
    "https://practicecfo.com",
    "https://youtube.com/channel/UCikl6KeUyegjNwZwCh9XFIA/videos"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/167771",
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/practicecfo-investments-san-diego-ca-167771",
  "display_name": "Practicecfo Investments",
  "summary": "Practicecfo Investments is an SEC-registered investment advisory firm in San Diego, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.",
  "citation": "AdvisorCensus. Practicecfo Investments (CRD 167771): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-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"
  ],
  "quick_answers": [
    {
      "q": "How is Practicecfo Investments compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Practicecfo Investments reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Practicecfo Investments located?",
      "a": "Practicecfo Investments' principal office is in San Diego, CA, according to its Form ADV."
    },
    {
      "q": "Is Practicecfo Investments registered with the SEC or a state?",
      "a": "Practicecfo Investments is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 167771."
    },
    {
      "q": "How much does Practicecfo Investments manage?",
      "a": "Practicecfo Investments reports $401,606,316 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary)."
    },
    {
      "q": "How have Practicecfo Investments' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Practicecfo Investments: Regulatory assets under management: $115,493,494 in the October 2021 data and $401,606,316 in the October 2026 data, up 248%. Total employees: 6 in October 2021 and 32 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Practicecfo Investments serve?",
      "a": "By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (209); high net worth individuals (126); individuals (other than high net worth individuals) (85)."
    },
    {
      "q": "Which custodians does Practicecfo Investments use?",
      "a": "Practicecfo Investments' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Vanguard Marketing Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Practicecfo Investments report any disciplinary disclosures?",
      "a": "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/167771"
    },
    {
      "q": "Does Practicecfo Investments state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 says: \"PracticeCFO generally does not impose a minimum size for establishing a relationship.\""
    },
    {
      "q": "What changed in Practicecfo Investments' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 12. Regulatory assets under management went from $332,054,543 to $401,606,316 (+21%). Registered or notice-filed in NV."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 115493494.0,
      "total_employees": 6,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 180035611.0,
      "total_employees": 6,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 195608129.0,
      "total_employees": 9,
      "filing_date": "2023-04-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 394897704.0,
      "total_employees": 9,
      "filing_date": "2024-06-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 332054543.0,
      "total_employees": 35,
      "filing_date": "2025-05-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 401606316.0,
      "total_employees": 32,
      "filing_date": "2026-03-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 9 to 12.",
        "Regulatory assets under management went from $332,054,543 to $401,606,316 (+21%).",
        "Registered or notice-filed in NV."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in UT."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "PracticeCFO generally does not impose a minimum size for establishing a relationship."
        ]
      }
    ],
    "quotes": [
      "PracticeCFO generally does not impose a minimum size for establishing a relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Vanguard Marketing Corporation",
      "name_as_filed": "VANGUARD MARKETING CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/practicecfo-investments-san-diego-ca-167771.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 85,
      "fewer_than_5": false,
      "raum": 13316083.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 126,
      "fewer_than_5": false,
      "raum": 156137880.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 209,
      "fewer_than_5": false,
      "raum": 223331259.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 8821094.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/167771",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}