SERVICE ONE FINANCIAL

SERVICE ONE FINANCIAL of SAN JUAN CAPISTRANO, CA is an SEC-registered investment adviser (CRD 149137). Regulatory assets under management: $4.2M.

Registration

• CRD: 149137
• Type: Registered investment adviser
• Location: 27131 CALLE ARROYO, SAN JUAN CAPISTRANO, CA, 92675
• Phone: 949-305-9911
• Latest filing: 2026-05-19
• Regulatory AUM: $4.2M
• Discretionary AUM: $4.2M
• Clients: 1
• Accounts: 22

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149137 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search