# COMPREHENSIVE FINANCIAL MANAGEMENT LLC

COMPREHENSIVE FINANCIAL MANAGEMENT LLC of LOS GATOS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 159641
- Type: SEC-registered investment adviser
- SEC file number: 801-73689
- Location: 720 UNIVERSITY AVENUE, SUITE 110, LOS GATOS, CA, 95032-7606
- Phone: 408-358-3316
- Latest filing: 2026-03-31
- Regulatory AUM: $18.5B
- Discretionary AUM: $18.5B
- Clients: 38
- Accounts: 30

## Business model

- Compensation: Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (15)

| Name | Role | Location |
| --- | --- | --- |
| Michael Gilbert Mohr | MANAGER & MEMBER; MEMBER | — |
| Gregory Reed Hardester | MANAGER & MEMBER | — |
| Timothy Raymond Sarhatt | SENIOR DIRECTOR, INVESTMENTS | — |
| Jeffrey Robert Alvord | MANAGER & MANAGING DIRECTOR; MANAGER & MEMBER | — |
| Jeffrey Colin Mohr | SPECIAL MEMBER | — |
| Nicholas Ray Brown | CHIEF COMPLIANCE OFFICER | — |
| Jeanne Rogers Mowrey | MANAGING DIRECTOR; MANAGING DIRECTOR & MANAGER | — |
| BROWN DOUGLAS R | CHIEF COMPLIANCE OFFICER | — |
| SARHATT TIMOTHY RAYMOND | CHIEF COMPLIANCE OFFICER; SENIOR DIRECTOR, INVESTMENTS; SUBSTITUTE COMPLIANCE OFFICER | — |
| MOHR MICHAEL GILBERT | MANAGER & MEMBER; MANAGING MEMBER | — |
| HARDESTER GREGORY REED | MANAGER & MEMBER; MEMBER | — |
| ALVORD JEFFREY ROBERT | MANAGER & MANAGING DIRECTOR; MANAGING DIRECTOR | — |
| HANSEN ROGER VICTOR | CHIEF COMPLIANCE OFFICER | — |
| MOHR JEFFREY COLIN | ADVISOR, STRATEGY & GOVERNANCE; MANAGER, SPECIAL PROJECTS; SPECIAL MEMBER | — |
| BROWN NICHOLAS RAY | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/159641/brochure
- Similar advisers: https://search.stillhousedata.com/firm/159641/similar
- Related entities: https://search.stillhousedata.com/firm/159641/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/159641

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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.