# SERVICE ONE FINANCIAL

SERVICE ONE FINANCIAL of SAN JUAN CAPISTRANO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 149137
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149137/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149137/similar
- Related entities: https://search.stillhousedata.com/firm/149137/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149137

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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.