CDFINANCIAL

CDFINANCIAL of SAN JUAN CAPISTRANO, CA is an SEC-registered investment adviser (CRD 165317). Regulatory assets under management: $99.7M.

Registration

• CRD: 165317
• Type: Registered investment adviser
• Location: 30270 RANCHO VIEJO RD, SAN JUAN CAPISTRANO, CA, 92675-1556
• Phone: 949-359-5100
• Latest filing: 2026-07-28
• Regulatory AUM: $99.7M
• Discretionary AUM: $99.7M
• Clients: 1
• Accounts: 253

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165317 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search