SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
The Advisory Group of San Francisco, LLC
San Francisco, CA
CRD 108110
Firm filing updated March 18, 2026 ·
- $809.9MAssets
- 140Clients
- 5Advisory staff
- 392Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals85
- Individuals31
- Pension and profit sharing plans12
- Charities11
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 31 | $14.1 million |
| High net worth individuals | 85 | $396.8 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $9.3 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $199.8 million |
| Charitable organizations | 11 | $189.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 6 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- 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 advisors (including private fund managers)
Assets and accounts
- Regulatory assets$809.9 million
- Accounts392
- DiscretionaryAll accounts
People
- Employees9
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 108110, SEC file 801-56848.
- Registered with the SEC as an investment advisor (status date on record: September 27, 1999).
Is The Advisory Group of San Francisco, LLC a fiduciary?
Short answer: The Advisory Group of San Francisco, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.