{
  "crd_number": 175015,
  "slug": "south-bay-financial-partners-torrance-ca-175015",
  "primary_business_name": "SOUTH BAY FINANCIAL PARTNERS",
  "legal_name": "SOUTH BAY FINANCIAL PARTNERS GROUP, INC.",
  "dbas": [],
  "city": "Torrance",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-03-24",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-07-17",
  "carried_forward": false,
  "raum_total": 114824594.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 114824594.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1298992.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 14728105.0,
      "count": 23
    },
    "high_net_worth_individuals": {
      "raum": 98797497.0,
      "count": 27
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IL",
    "TX"
  ],
  "websites": [
    "https://facebook.com/SouthBayFinancialPartners",
    "https://instagram.com/southbayfinancialpartners",
    "https://linkedin.com/company/south-bay-financial-partners",
    "https://southbayfinancialpartners.com",
    "https://twitter.com/SouthBayFinPart",
    "https://youtube.com/@southbayfinancialpartners4608"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/175015",
  "city_as_filed": "TORRANCE",
  "url": "https://advisorcensus.com/firm/south-bay-financial-partners-torrance-ca-175015",
  "display_name": "South Bay Financial Partners",
  "summary": "South Bay Financial Partners is an SEC-registered investment advisory firm in Torrance, CA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 17, 2026.",
  "citation": "AdvisorCensus. South Bay Financial Partners (CRD 175015): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is South Bay Financial Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), South Bay Financial Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does South Bay Financial Partners charge?",
      "a": "Its Form ADV Part 2A brochure dated July 17, 2026 states: Hourly rate: $165 an hour (basic topics); Hourly rate: $440 an hour (Complex topics that require advanced knowledge). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is South Bay Financial Partners located?",
      "a": "South Bay Financial Partners' principal office is in Torrance, CA, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is South Bay Financial Partners registered with the SEC or a state?",
      "a": "South Bay Financial Partners is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 175015."
    },
    {
      "q": "How much does South Bay Financial Partners manage?",
      "a": "South Bay Financial Partners reports $114,824,594 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (0% discretionary)."
    },
    {
      "q": "How have South Bay Financial Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for South Bay Financial Partners: Regulatory assets under management: $154,945,209 in the October 2021 data and $114,824,594 in the October 2026 data, down 26%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does South Bay Financial Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (23)."
    },
    {
      "q": "Does South Bay Financial Partners 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/175015"
    },
    {
      "q": "Does South Bay Financial Partners state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 17, 2026 says: \"There are no minimum asset or income requirements.\""
    },
    {
      "q": "What changed in South Bay Financial Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 2."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 154945209.0,
      "total_employees": 3,
      "filing_date": "2021-05-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 142012947.0,
      "total_employees": 4,
      "filing_date": "2022-07-07"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 113309458.0,
      "total_employees": 1,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 111647470.0,
      "total_employees": 7,
      "filing_date": "2024-02-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 109420848.0,
      "total_employees": 6,
      "filing_date": "2025-04-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 114824594.0,
      "total_employees": 5,
      "filing_date": "2026-07-17"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 2."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 17, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $165 an hour (basic topics)",
      "Hourly rate: $440 an hour (Complex topics that require advanced knowledge)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There are no minimum asset or income requirements."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $165 an hour (basic topics)"
        ],
        "quotes": [
          "Client executing their own financial plan, tax preparation, and investing can request support and review of their plan for $165 per hour for basic topics."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $440 an hour (Complex topics that require advanced knowledge)"
        ],
        "quotes": [
          "Complex topics that require advanced knowledge are charged at a rate of $440 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 165.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "basic topics"
        },
        {
          "kind": "hourly",
          "amount": 440.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Complex topics that require advanced knowledge"
        }
      ]
    },
    "quotes": [
      "There are no minimum asset or income requirements.",
      "Client executing their own financial plan, tax preparation, and investing can request support and review of their plan for $165 per hour for basic topics.",
      "Complex topics that require advanced knowledge are charged at a rate of $440 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/south-bay-financial-partners-torrance-ca-175015.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 14728105.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 27,
      "fewer_than_5": false,
      "raum": 98797497.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1298992.0
    }
  ],
  "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/175015",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}