{
  "crd_number": 108110,
  "slug": "the-advisory-group-of-san-francisco-llc-san-francisco-ca-108110",
  "primary_business_name": "THE ADVISORY GROUP OF SAN FRANCISCO, LLC",
  "legal_name": "THE ADVISORY GROUP OF SAN FRANCISCO, LLC",
  "dbas": [],
  "city": "San Francisco",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1999-09-27",
  "years_registered": 27,
  "period": "2026-10-01",
  "filing_date": "2026-03-18",
  "carried_forward": false,
  "raum_total": 809864230.0,
  "raum_discretionary": 809864230.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 9,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 189944129.0,
      "count": 11
    },
    "individuals": {
      "raum": 14128849.0,
      "count": 31
    },
    "pension_profit_sharing": {
      "raum": 199751026.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 396751122.0,
      "count": 85
    },
    "pooled_investment_vehicles": {
      "raum": 9289104.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "LA",
    "MA",
    "MD",
    "NH",
    "NV",
    "NY",
    "OH",
    "OR",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://advisorygroupsf.com",
    "https://divorceadvisoryfp.com",
    "https://facebook.com/ADVISORYGROUP",
    "https://facebook.com/WealthStep",
    "https://linkedin.com/COMPANY/THEADVISORYGROUP",
    "https://linkedin.com/company/divorce-advisory-fp",
    "https://twitter.com/ADVISORYGROUPSF",
    "https://twitter.com/wealthstep",
    "https://wealthstep.com",
    "https://youtube.com/USER/THEADVISORYGROUPSF",
    "https://youtube.com/channel/UCcr6iE5uyRURqxLpOf6TtWA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108110",
  "city_as_filed": "SAN FRANCISCO",
  "url": "https://advisorcensus.com/firm/the-advisory-group-of-san-francisco-llc-san-francisco-ca-108110",
  "display_name": "The Advisory Group of San Francisco, LLC",
  "summary": "The Advisory Group of San Francisco, LLC is an SEC-registered investment advisory firm in San Francisco, CA, registered since 1999, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.",
  "citation": "AdvisorCensus. The Advisory Group of San Francisco, LLC (CRD 108110): 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)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is The Advisory Group of San Francisco, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Advisory Group of San Francisco, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does The Advisory Group of San Francisco, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 18, 2026 states: Flat fee: $5,000 to $20,000 (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is The Advisory Group of San Francisco, LLC located?",
      "a": "The Advisory Group of San Francisco, LLC's principal office is in San Francisco, CA, according to its Form ADV."
    },
    {
      "q": "Is The Advisory Group of San Francisco, LLC registered with the SEC or a state?",
      "a": "The Advisory Group of San Francisco, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108110."
    },
    {
      "q": "How much does The Advisory Group of San Francisco, LLC manage?",
      "a": "The Advisory Group of San Francisco, LLC reports $809,864,230 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary)."
    },
    {
      "q": "How have The Advisory Group of San Francisco, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for The Advisory Group of San Francisco, LLC: Regulatory assets under management: $1,061,666,486 in the October 2021 data and $809,864,230 in the October 2026 data, down 24%. Total employees: 8 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does The Advisory Group of San Francisco, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (85); individuals (other than high net worth individuals) (31); pension and profit sharing plans (but not the plan participants or government pension plans) (12)."
    },
    {
      "q": "Which custodians does The Advisory Group of San Francisco, LLC use?",
      "a": "The Advisory Group of San Francisco, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Charles Schwab Bank as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does The Advisory Group of San Francisco, LLC 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/108110"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1061666486.0,
      "total_employees": 8,
      "filing_date": "2021-06-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1114730031.0,
      "total_employees": 9,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 730001057.0,
      "total_employees": 7,
      "filing_date": "2023-07-05"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 831383036.0,
      "total_employees": 8,
      "filing_date": "2024-08-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 825288953.0,
      "total_employees": 7,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 809864230.0,
      "total_employees": 9,
      "filing_date": "2026-03-18"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 18, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $5,000 to $20,000 (Financial Planning Services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $20,000 (Financial Planning Services)"
        ],
        "quotes": [
          "Our planning fees are negotiable, but generally range from $5,000 - $20,000 on a fixed fee basis, depending on the level and scope of the services required."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "Financial Planning Services"
        }
      ]
    },
    "quotes": [
      "Our planning fees are negotiable, but generally range from $5,000 - $20,000 on a fixed fee basis, depending on the level and scope of the services required."
    ],
    "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": "Charles Schwab Bank",
      "name_as_filed": "CHARLES SCHWAB BANK",
      "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/the-advisory-group-of-san-francisco-llc-san-francisco-ca-108110.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 31,
      "fewer_than_5": false,
      "raum": 14128849.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 85,
      "fewer_than_5": false,
      "raum": 396751122.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 9289104.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 199751026.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 11,
      "fewer_than_5": false,
      "raum": 189944129.0
    }
  ],
  "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/108110",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}