# Shift 4 Advisors, Inc.

> Shift 4 Advisors, Inc. is a state-registered investment advisory firm in Murrieta, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.

- CRD: 329628
- Filed as: SHIFT 4 ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Murrieta, CA
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329628
- AdvisorCensus page: https://advisorcensus.com/firm/shift-4-advisors-inc-murrieta-ca-329628

## Quick answers

**How is Shift 4 Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Shift 4 Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Shift 4 Advisors, Inc. located?**
Shift 4 Advisors, Inc.'s principal office is in Murrieta, CA, according to its Form ADV.

**Is Shift 4 Advisors, Inc. registered with the SEC or a state?**
Shift 4 Advisors, Inc. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 329628.

**How much does Shift 4 Advisors, Inc. manage?**
Shift 4 Advisors, Inc. reports $11,968,261 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (80% discretionary).

**What types of clients does Shift 4 Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (37); pension and profit sharing plans (but not the plan participants or government pension plans) (8); high net worth individuals (2).

**Does Shift 4 Advisors, Inc. 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/329628

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $11,968,261
- Discretionary: $9,611,185
- Non-discretionary: $2,357,076

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $5,372,048 |
| High net worth individuals | 2 | $3,690,888 |
| Banking or thrift institutions | Fewer than 5 | $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) | 8 | $2,357,076 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | 2 | $548,249 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 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)
- shift4advisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Shift 4 Advisors, Inc. (CRD 329628): Form ADV filing data as of October 2026.