FLETCHER FINANCIAL, LLC

FLETCHER FINANCIAL, LLC of CARLSBAD, CA is an SEC-registered investment adviser (CRD 133270). Regulatory assets under management: $10.8M.

Registration

• CRD: 133270
• Type: Registered investment adviser
• Location: 5055 AVENIDA ENCINAS, CARLSBAD, CA, 92008
• Phone: (760) 692-2222
• Latest filing: 2026-02-27
• Regulatory AUM: $10.8M
• Discretionary AUM: $10.8M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133270 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search