C 3 FINANCIAL STRATEGIES

C 3 FINANCIAL STRATEGIES is an SEC-registered investment adviser (CRD 166000). Regulatory assets under management: $8.5M.

Registration

• CRD: 166000
• Type: Registered investment adviser
• Phone: 805-375-8228
• Latest filing: 2026-01-14
• Regulatory AUM: $8.5M
• Discretionary AUM: $8.5M
• Clients: 1
• Accounts: 63

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 166000 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search