# The Advisory Group of San Francisco, LLC

> 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.

- CRD: 108110
- Filed as: THE ADVISORY GROUP OF SAN FRANCISCO, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108110
- AdvisorCensus page: https://advisorcensus.com/firm/the-advisory-group-of-san-francisco-llc-san-francisco-ca-108110

## Quick answers

**How is The Advisory Group of San Francisco, LLC compensated?**
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.

**How much does The Advisory Group of San Francisco, LLC charge?**
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.

**Where is The Advisory Group of San Francisco, LLC located?**
The Advisory Group of San Francisco, LLC's principal office is in San Francisco, CA, according to its Form ADV.

**Is The Advisory Group of San Francisco, LLC registered with the SEC or a state?**
The Advisory Group of San Francisco, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108110.

**How much does The Advisory Group of San Francisco, LLC manage?**
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).

**How have The Advisory Group of San Francisco, LLC's assets and staff changed since 2021?**
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.

**What types of clients does The Advisory Group of San Francisco, LLC serve?**
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).

**Which custodians does The Advisory Group of San Francisco, LLC use?**
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.

**Does The Advisory Group of San Francisco, LLC 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/108110

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Flat fee: $5,000 to $20,000 (Financial Planning Services)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Charles Schwab Bank

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.

### Regulatory assets under management (Item 5.F)
- Total: $809,864,230
- Discretionary: $809,864,230
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $14,128,849 |
| High net worth individuals | 85 | $396,751,122 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $9,289,104 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $199,751,026 |
| Charitable organizations | 11 | $189,944,129 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1999 (27 years)
- Employees: 9 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, MA, MD, NH, NV, NY, OH, OR, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [advisorygroupsf.com](https://advisorygroupsf.com)
- [divorceadvisoryfp.com](https://divorceadvisoryfp.com)
- [wealthstep.com](https://wealthstep.com)
- Facebook @ADVISORYGROUP
- Facebook @WealthStep
- LinkedIn @THEADVISORYGROUP
- LinkedIn @divorce-advisory-fp
- X @ADVISORYGROUPSF
- X @wealthstep
- YouTube @THEADVISORYGROUPSF
- YouTube @UCcr6iE5uyRURqxLpOf6TtWA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,061,666,486 | 8 | June 9, 2021 |
| October 2022 | $1,114,730,031 | 9 | March 18, 2022 |
| October 2023 | $730,001,057 | 7 | July 5, 2023 |
| October 2024 | $831,383,036 | 8 | August 8, 2024 |
| October 2025 | $825,288,953 | 7 | March 31, 2025 |
| October 2026 | $809,864,230 | 9 | March 18, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Advisory Group of San Francisco, LLC (CRD 108110): Form ADV filing data as of October 2026.