# PRIVATE FINANCIAL MANAGEMENT LLC

PRIVATE FINANCIAL MANAGEMENT LLC is an SEC-registered investment adviser.

## Registration

- CRD: 313167
- Type: SEC-registered investment adviser
- SEC file number: 801-129838
- Phone: (925)254-3790
- Latest filing: 2026-06-18
- Regulatory AUM: $158.7M
- Discretionary AUM: $150.2M
- Non-discretionary AUM: $8.5M
- Clients: 1
- Accounts: 31

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: Individuals, High net worth, Pensions, Investment cos

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| David George Born | FOUNDER, CCO | — |
| BORN DAVID GEORGE | FOUNDER, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313167/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313167/similar
- Related entities: https://search.stillhousedata.com/firm/313167/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313167

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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.