Data / Investment advisers / California / Practicecfo Investments
Practicecfo Investments, San Diego, CA: $402 million AUM, SEC registered investment adviser
Practicecfo Investments is an SEC registered investment adviser with its main office in San Diego, California and reports $402 million in regulatory assets under management in its Form ADV filed March 19, 2026. Its clients include pension and profit sharing plans, high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 167771
- SEC file number
- 801-120024
- SEC status
- Approved, effective January 4, 2021
- Legal name
- Silver Coast Investments LLC
- Main office
- 13400 Sabre Springs Parkway Suite 255, San Diego, CA 92128
- Phone
- (800) 675-2712
- Regulatory AUM
- $401,606,316 in the Form ADV filed March 19, 2026
- Discretionary AUM
- $401,606,316
- Accounts
- 1,078
- Employees
- 32, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 19, 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 |
|---|---|---|
| Pension and profit sharing plans | 209 | $223.3 million |
| High net worth individuals | 126 | $156.1 million |
| Individuals (other than high net worth individuals) | 85 | $13.3 million |
| Charitable organizations | Fewer than 5 | $8.8 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 | $401.6 million | March 19, 2026 |
| December 1, 2025 | $332.1 million | August 27, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Beta Wealth Group, Inc | San Diego | $460.3 million | Not listed | adviserinfo.sec.gov |
| Carmel Capital Partners, LLC | San Diego | $434.3 million | 3 | adviserinfo.sec.gov |
| Seabird Investment Partners | San Diego | $419.1 million | Not listed | adviserinfo.sec.gov |
| Western Financial Corporation | San Diego | $414.4 million | Not listed | adviserinfo.sec.gov |
| Ted Buchan & Company | San Diego | $413.2 million | Not listed | adviserinfo.sec.gov |
| Platt Wealth Management | San Diego | $390.6 million | Not listed | adviserinfo.sec.gov |
| Pacific Point Advisors, LLC | San Diego | $389.6 million | Not listed | adviserinfo.sec.gov |
| Brian D. Lowder, Inc. | San Diego | $388.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Practicecfo Investments 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.