Data / Investment advisers / California / SST Benefits Consulting
SST Benefits Consulting, Aliso Viejo, CA: $524 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
SST Benefits Consulting is an SEC registered investment adviser with its main office in Aliso Viejo, California and reports $524 million in regulatory assets under management in its Form ADV filed March 25, 2026. Its clients include pension and profit sharing plans. It is paid through hourly charges and fixed fees.
The request: Watch SST Benefits Consulting (CRD number 288129): 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
- 288129
- SEC file number
- 801-110377
- SEC status
- Approved, effective April 28, 2017
- Legal name
- SST Benefits Consulting & Insurance Services, LLC
- Main office
- 120 Vantis Suite 400, Aliso Viejo, CA 92656
- Phone
- (949) 460-9898
- Regulatory AUM
- $524,070,498 in the Form ADV filed March 25, 2026
- Non discretionary AUM
- $524,070,498
- Accounts
- 7
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 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 | 5 | $524.1 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 | $524.1 million | March 25, 2026 |
| December 1, 2025 | $280.4 million | November 25, 2025 |
Other advisers in California
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Vivo Capital, LLC | Palo Alto | $6.10 billion | 16 | adviserinfo.sec.gov |
| Snyder Capital Management LP | San Francisco | $6.09 billion | 2 | adviserinfo.sec.gov |
| KCM Investment Advisors | Greenbrae | $6.02 billion | Not listed | adviserinfo.sec.gov |
| Capital Research & Consulting LLC | Pasadena | $5.99 billion | Not listed | adviserinfo.sec.gov |
| Parallax Volatility Advisers, L.P. | San Francisco | $5.98 billion | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in California
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- SST Benefits Consulting 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.