# 20/20 CAPITAL MANAGEMENT, INC

20/20 CAPITAL MANAGEMENT, INC of COSTA MESA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 281692
- Type: SEC-registered investment adviser
- SEC file number: 801-106924
- Location: 940 SOUTH COAST DRIVE, STE 110, COSTA MESA, CA, 92626
- Phone: 714-433-1299
- Latest filing: 2022-03-24
- Regulatory AUM: $676.6M
- Discretionary AUM: $610.3M
- Non-discretionary AUM: $66.3M
- Clients: 38
- Accounts: 2,427

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| BJORDAHL BLAKE ALAN | CCO | — |
| MORGAN WILLIAM ANDREW | CHIEF INVESTMENT OFFICER | — |
| PALMER WAYNE | SHAREHOLDER | — |
| KRUEGER THOMAS BRADFORD | CCO | — |
| ROCHE ROBERT JAMES | CHIEF COMPLIANCE OFFICER | — |
| THAKKAR SAMIR CHUNILAL | CEO; PRESIDENT & CEO | — |
| GRUNAWALT KEVIN MICHAEL | DIRECTOR; DIRECTOR & TREASURER; SHAREHOLDER (+1 more) | — |
| GIBBINGS TOM RAYMOND | SECRETARY; TREASURER | — |
| AMBROSINI STEPHEN DAVID | DIRECTOR; DIRECTOR - SECRETARY | — |
| BLODGETT AMY ROGERS | DIRECTOR; SHAREHOLDER | — |
| BRANCH ELMER ROBERT | DIRECTOR; DIRECTOR AND BOARD MEMBER | — |
| GERMAN GARRETT H | DIRECTOR | — |
| BUCK HOWARD JAMES | SHAREHOLDER | — |
| DIAZ ADAN H | SHAREHOLDER | — |
| SIMPSON LEONARD RICHARD | SHAREHOLDER | — |
| TYSON KARIN LYNN | SHAREHOLDER | — |
| GERMAN GARRETT HEATH | DIRECTOR; DIRECTOR & TREASURER; SHAREHOLDER | — |
| HERRERA ADAN DIAZ | SHAREHOLDER | — |
| DIAZ ADAN HERERRA | SHAREHOLDER | — |
| HENKEL ARNOLD DELOS | PRESIDENT AND COO | — |
| AUSTIN CHRISTOPHER S | CIO | — |
| MADAN VINIT | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281692/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281692/similar
- Related entities: https://search.stillhousedata.com/firm/281692/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281692

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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.