# WARD & ASSOCIATES

WARD & ASSOCIATES of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 107878
- Type: SEC-registered investment adviser
- SEC file number: 801-55927
- Location: 3525 DEL MAR HEIGHTS ROAD, # 333, SAN DIEGO, CA, 92130
- Phone: 858-759-5330
- Latest filing: 2026-06-23
- Regulatory AUM: $187.2M
- Discretionary AUM: $175.8M
- Non-discretionary AUM: $11.4M
- Clients: 2
- Accounts: 55

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Andrew Ward | GENERAL PARTNER, CHIEF COMPLIANCE OFFICER | — |
| Jr. William Ward | GENERAL PARTNER | — |
| WARD JR WILLIAM THOMPSON | GENERAL PARTNER; PARTNER | — |
| WARD KEVIN ANDREW | GENERAL PARTNER; GENERAL PARTNER, CHIEF COMPLIANCE OFFICER; PARTNER | — |
| WARD WILLIAM T | GENERAL PARTNER; PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107878/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107878/similar
- Related entities: https://search.stillhousedata.com/firm/107878/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107878

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.