QUIVER FINANCIAL HOLDINGS LLC

QUIVER FINANCIAL HOLDINGS LLC of SAN CLEMENTE, CA is an SEC-registered investment adviser (CRD 305224). Regulatory assets under management: $84.7M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 305224
• Type: Registered investment adviser
• Location: 501 NORTH EL CAMINO REAL, SAN CLEMENTE, CA, 92672
• Phone: (949) 492-6900
• Latest filing: 2026-06-03
• Regulatory AUM: $84.7M
• Discretionary AUM: $84.0M
• Non-discretionary AUM: $725K
• Clients: 4
• Accounts: 281

Business model

Compensation: % of AUM, Hourly, Fixed, Performance, Subscription.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305224 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search