Data / Investment advisers / California / Amara Financial, LLC
Amara Financial, LLC, San Francisco, CA: $250 million AUM, SEC registered investment adviser
Amara Financial, LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $250 million in regulatory assets under management in its Form ADV filed May 22, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 308290
- SEC file number
- 801-118722
- SEC status
- Approved, effective May 15, 2020
- Main office
- 580 California Street 12th Floor, San Francisco, CA 94104
- Phone
- (415) 319-1071
- Website
- amarafinancial.com
- Regulatory AUM
- $250,466,937 in the Form ADV filed May 22, 2026
- Discretionary AUM
- $194,263,707
- Non discretionary AUM
- $56,203,230
- Accounts
- 618
- Employees
- 3, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 22, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $214.3 million |
| Individuals (other than high net worth individuals) | 84 | $34.2 million |
| Pension and profit sharing plans | 1 | $1.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $250.5 million | March 7, 2026 |
| December 1, 2025 | $200.1 million | November 19, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fathom Point Capital LLC | San Francisco | $280 million | 2 | adviserinfo.sec.gov |
| Kurv Investment Management LLC | San Francisco | $279.2 million | Not listed | adviserinfo.sec.gov |
| Karl Kapital | San Francisco | $268.4 million | 3 | adviserinfo.sec.gov |
| BPM Wealth Advisors, LLC | San Francisco | $268.3 million | Not listed | adviserinfo.sec.gov |
| Toronado Partners LLC | San Francisco | $253.7 million | 1 | adviserinfo.sec.gov |
| Blueline Capital | San Francisco | $240.4 million | 3 | adviserinfo.sec.gov |
| Sea Cliff Partners Management, LP | San Francisco | $239.4 million | 1 | adviserinfo.sec.gov |
| Strategic Wealth Capital | San Francisco | $238.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Amara Financial, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.