# DEFINE FINANCIAL, LLC

DEFINE FINANCIAL, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 286648
- Type: SEC-registered investment adviser
- SEC file number: 801-122024
- Location: 12526 HIGH BLUFF DRIVE, SUITE 270, SAN DIEGO, CA, 92130
- Phone: (858) 345-1197
- Latest filing: 2026-05-18
- Regulatory AUM: $314.6M
- Discretionary AUM: $314.6M
- Clients: 7
- Accounts: 588

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Taylor Robert Schulte | FOUNDER, CCO, FINANCIAL PLANNER, AND MEMBER; FOUNDER, CEO, CCO, AND MEMBER | — |
| Tyler Joseph Aubrey | MEMBER | — |
| Joshua Alan Rendler | SOLE MEMBER | — |
| SCHULTE TAYLOR ROBERT | FOUNDER, CEO, CCO, AND MEMBER | — |
| AUBREY TYLER JOSEPH | FINANCIAL PLANNER AND MEMBER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286648/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286648/similar
- Related entities: https://search.stillhousedata.com/firm/286648/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286648

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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.