# FINANCIAL SENSE ADVISORS, INC.

FINANCIAL SENSE ADVISORS, INC. of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111090
- Type: SEC-registered investment adviser
- SEC file number: 801-25937
- Location: 10920 VIA FRONTERA, SUITE 500, SAN DIEGO, CA, 92127
- Phone: 858-487-3939
- Latest filing: 2026-06-23
- Regulatory AUM: $835.6M
- Discretionary AUM: $835.6M
- Clients: 11
- Accounts: 1,116

## Business model

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

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| James Joseph Puplava | CCO; CEO & CCO; PRESIDENT | San Diego, CA |
| Lisa Helm | CEO | — |
| PUPLAVA JAMES JOSEPH | CEO & CCO; CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| MIDDLETON SCOTT ALLEN | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER; VICE PRESIDENT OPERATIONS | — |
| PAPPALARDO SANDRA ANN | CEO & CCO; CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| VALENZUELA ABDIEL ALAN | CHIEF COMPLIANCE OFFICER | — |
| Ryan Douglas Preiss | COO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111090/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111090/similar
- Related entities: https://search.stillhousedata.com/firm/111090/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111090

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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.