Data / Investment advisers / California / Select Money Management, Inc.
Select Money Management, Inc., Los Angeles, CA: $1.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Select Money Management, Inc. is an SEC registered investment adviser with its main office in Los Angeles, California and reports $1.8 billion in regulatory assets under management in its Form ADV filed August 17, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Select Money Management, Inc. (CRD number 153256): 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
- 153256
- SEC file number
- 801-71212
- SEC status
- Approved, effective March 15, 2010
- Main office
- 2121 Ave. of the Stars Suite 1600, Los Angeles, CA 90067
- Phone
- (310) 712-2323
- Website
- seia.com
- Regulatory AUM
- $1,804,636,978 in the Form ADV filed August 17, 2026
- Discretionary AUM
- $1,760,712,531
- Non discretionary AUM
- $43,924,447
- Accounts
- 2,627
- Employees
- 8, of which 8 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Other offices
- 1
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- August 17, 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 | 399 | $1.40 billion |
| Individuals (other than high net worth individuals) | 507 | $135.3 million |
| Charitable organizations | 46 | $120 million |
| Pension and profit sharing plans | 42 | $74.7 million |
| Corporations or other businesses | 37 | $73.8 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 | $1.80 billion | March 31, 2026 |
| December 1, 2025 | $1.49 billion | November 3, 2025 |
Other advisers in Los Angeles
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ami Asset Management Corp | Los Angeles | $1.93 billion | Not listed | adviserinfo.sec.gov |
| Windward Capital Management Co | Los Angeles | $1.86 billion | Not listed | adviserinfo.sec.gov |
| Varsity Healthcare Partners | Los Angeles | $1.86 billion | 11 | adviserinfo.sec.gov |
| Lightbay Capital | Los Angeles | $1.84 billion | 6 | adviserinfo.sec.gov |
| Crescent Cap Advisors, LLC | Los Angeles | $1.81 billion | Not listed | adviserinfo.sec.gov |
| Regent Properties | Los Angeles | $1.77 billion | Not listed | adviserinfo.sec.gov |
| Dorchester Capital Advisors, LLC | Los Angeles | $1.65 billion | 12 | adviserinfo.sec.gov |
| Lone View Capital | Los Angeles | $1.59 billion | 8 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Los Angeles, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Select Money Management, 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.