# South Bay Financial Partners

> 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.

- CRD: 175015
- Filed as: SOUTH BAY FINANCIAL PARTNERS
- Legal name: South Bay Financial Partners Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Torrance, CA
- Filing period: October 2026
- Form ADV filing dated: July 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175015
- AdvisorCensus page: https://advisorcensus.com/firm/south-bay-financial-partners-torrance-ca-175015

## Quick answers

**How is South Bay Financial Partners compensated?**
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).

**How much does South Bay Financial Partners charge?**
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.

**Where is South Bay Financial Partners located?**
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).

**Is South Bay Financial Partners registered with the SEC or a state?**
South Bay Financial Partners is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 175015.

**How much does South Bay Financial Partners manage?**
South Bay Financial Partners reports $114,824,594 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (0% discretionary).

**How have South Bay Financial Partners' assets and staff changed since 2021?**
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.

**What types of clients does South Bay Financial Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (27); individuals (other than high net worth individuals) (23).

**Does South Bay Financial Partners 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/175015

**Does South Bay Financial Partners state an account minimum?**
Its Form ADV Part 2A brochure dated July 17, 2026 says: "There are no minimum asset or income requirements."

**What changed in South Bay Financial Partners' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 2.

## 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 July 17, 2026)

- Account minimum: None

> There are no minimum asset or income requirements.

- Hourly rate: $165 an hour (basic topics)

> 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.

- Hourly rate: $440 an hour (Complex topics that require advanced knowledge)

> Complex topics that require advanced knowledge are charged at a rate of $440 per hour.

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

### Regulatory assets under management (Item 5.F)
- Total: $114,824,594
- Discretionary: $0
- Non-discretionary: $114,824,594

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 23 | $14,728,105 |
| High net worth individuals | 27 | $98,797,497 |
| Charitable organizations | Fewer than 5 | $1,298,992 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2017 (9 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Glenview, IL
- Sebastian, FL

### Websites listed on Form ADV (Item 1.I)
- [southbayfinancialpartners.com](https://southbayfinancialpartners.com)
- Facebook @SouthBayFinancialPartners
- Instagram @southbayfinancialpartners
- LinkedIn @south-bay-financial-partners
- X @SouthBayFinPart
- YouTube @southbayfinancialpartners4608

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $154,945,209 | 3 | May 19, 2021 |
| October 2022 | $142,012,947 | 4 | July 7, 2022 |
| October 2023 | $113,309,458 | 1 | March 22, 2023 |
| October 2024 | $111,647,470 | 7 | February 15, 2024 |
| October 2025 | $109,420,848 | 6 | April 1, 2025 |
| October 2026 | $114,824,594 | 5 | July 17, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. South Bay Financial Partners (CRD 175015): Form ADV filing data as of October 2026.