# SDM Advisors, LLC

> SDM Advisors, LLC is a state-registered investment advisory firm in San Francisco, CA, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated March 24, 2026.

- CRD: 170014
- Filed as: SDM ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170014
- AdvisorCensus page: https://advisorcensus.com/firm/sdm-advisors-llc-san-francisco-ca-170014

## Quick answers

**How is SDM Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), SDM Advisors, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is SDM Advisors, LLC registered with the SEC or a state?**
SDM Advisors, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170014.

**Does SDM 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/170014

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (11 years)
- Employees: 4 total, 2 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)
- sdmadvisors.com
- sdmayer.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SDM Advisors, LLC (CRD 170014): Form ADV filing data as of October 2026.