JOHN H. LILES, CFP

JOHN H. LILES, CFP is an SEC-registered investment adviser (CRD 138161). Regulatory assets under management: $40.7M.

Registration

• CRD: 138161
• Type: Registered investment adviser
• Phone: 707-226-1177
• Latest filing: 2026-02-02
• Regulatory AUM: $40.7M
• Discretionary AUM: $37.5M
• Non-discretionary AUM: $3.2M
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM, Hourly, Fixed.

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 138161 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search