NO-LOAD ASSET MANAGEMENT

NO-LOAD ASSET MANAGEMENT is an SEC-registered investment adviser (CRD 136309). Regulatory assets under management: $66.8M.

Registration

• CRD: 136309
• Type: Registered investment adviser
• Phone: 831-626-6103
• Latest filing: 2026-03-12
• Regulatory AUM: $66.8M
• Discretionary AUM: $66.8M
• Clients: 3
• Accounts: 219

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136309 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search