SENTIENT FINANCIAL, LLC

SENTIENT FINANCIAL, LLC of LAGUNA NIGUEL, CA is an SEC-registered investment adviser (CRD 292766). Regulatory assets under management: $17.5M.

Registration

• CRD: 292766
• Type: Registered investment adviser
• Location: 28202 CABOT ROAD, LAGUNA NIGUEL, CA, 92677
• Phone: 949-305-5836
• Latest filing: 2026-03-04
• Regulatory AUM: $17.5M
• Discretionary AUM: $17.5M
• Clients: 1
• Accounts: 84

Business model

Compensation: % of AUM, Hourly.

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 292766 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search