Data / Investment advisers / California / Financial Sense Advisors, Inc.
Financial Sense Advisors, Inc., San Diego, CA: $836 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Financial Sense Advisors, Inc. is an SEC registered investment adviser with its main office in San Diego, California and reports $836 million in regulatory assets under management in its Form ADV filed October 9, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Financial Sense Advisors, Inc. (CRD number 111090): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 111090
- SEC file number
- 801-25937
- SEC status
- Approved, effective December 31, 1985
- Main office
- 10920 Via Frontera Suite 500, San Diego, CA 92127
- Phone
- (858) 487-3939
- Website
- financialsensewealth.com
- Regulatory AUM
- $835,564,894 in the Form ADV filed October 9, 2026
- Discretionary AUM
- $835,564,894
- Accounts
- 1,116
- Employees
- 11, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 9, 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 | 189 | $606.7 million |
| Individuals (other than high net worth individuals) | 399 | $206 million |
| Corporations or other businesses | 6 | $19.8 million |
| Pension and profit sharing plans | 3 | $3.1 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 | $835.6 million | March 31, 2026 |
| December 1, 2025 | $681.4 million | September 4, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cascade Financial Partners, LLC | San Diego | $1.38 billion | Not listed | adviserinfo.sec.gov |
| Seaside Equity Partners | San Diego | $1.37 billion | 9 | adviserinfo.sec.gov |
| Centura Wealth Advisory | San Diego | $1.20 billion | Not listed | adviserinfo.sec.gov |
| Castle Creek Capital | San Diego | $1.14 billion | 9 | adviserinfo.sec.gov |
| Christopher Weil & Co Inc | San Diego | $896.2 million | Not listed | adviserinfo.sec.gov |
| Creative Capital Management Investments LLC | San Diego | $780.4 million | Not listed | adviserinfo.sec.gov |
| Wilsey Asset Management Incorporated | San Diego | $768.5 million | Not listed | adviserinfo.sec.gov |
| Gradient Capital Advisors, LLC | San Diego | $742.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Financial Sense Advisors, Inc. on the SEC's adviser search
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.