# SHIFT 4 ADVISORS, INC.

SHIFT 4 ADVISORS, INC. of MURRIETA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 329628
- Type: SEC-registered investment adviser
- Location: 25109 JEFFERSON AVENUE SUITE 315, MURRIETA, CA, 92562
- Phone: 949-633-9811
- Latest filing: 2026-07-31
- Regulatory AUM: $12.0M
- Discretionary AUM: $9.6M
- Non-discretionary AUM: $2.4M
- Clients: 1
- Accounts: 88

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329628/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329628/similar
- Related entities: https://search.stillhousedata.com/firm/329628/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329628

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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.