# 77 FINANCIAL GROUP

77 FINANCIAL GROUP of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 312367
- Type: SEC-registered investment adviser
- Location: 1241 CARLSBAD VILLAGE DRIVE, CARLSBAD, CA, 92008
- Phone: 858-283-7185
- Latest filing: 2026-06-24
- Regulatory AUM: $27.1M
- Discretionary AUM: $27.1M
- Clients: 3
- Accounts: 125

## Business model

- Compensation: % of AUM, Fixed, Subscription
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312367/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312367/similar
- Related entities: https://search.stillhousedata.com/firm/312367/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312367

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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.