3
CRD: 160356
3 Factor Indexing, LLC
Woodside, CA
6503870055
$193.2M Total AUM
$190.4M Disc. AUM
3.1% 3Y CAGR
4 Employees
48 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-08-2012
- Office Locations
- 1
Office Locations
-- Woodside CA
About 3 Factor Indexing, LLC
3 Factor Indexing, LLC is a Woodside-based RIA. The firm has been operating for 14 years. Managing $193.2M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Insurance.
Team overview
-- AVG AGE
$96.6M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
8.5 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Foundation foundation Beacon zenith Foundation
Investment Themes
Ridge
Investment Vehicles
Zenith capital
Services
Capital pioneer
Owner & Executives
J
Jan Sager
Owner
- CRD
- --
- Ownership
- 25% but less than 50%
(984) 931-6416
matrix.legacy@deltacapital.com
in linkedin.com/in/pioneer-summit
A
ARTHUR VICTOR SHAW
Chief Compliance Officer, Chief Executive Officer, Partner
- CRD
- #2231047
- Ownership
- 25% but less than 50%
(788) 804-5421
momentum.unison@bridgecapital.com
in linkedin.com/in/alpha-timber
S
Summit catalyst
Peak ember
- CRD
- #55426
- Ownership
- 24.0%
(853) 551-8274
vector.momentum@matrixcapital.com
in linkedin.com/in/ridge-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $190,417,995 | $1,120,106 |
| Non-Discretionary | $2,811,614 | $702,904 |
| Total | $193,229,609 | $1,110,515 |
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Separately Managed Accounts
Total SMA Asset: $193,229,609
Public Funds:
42.3% Equity - Exchange:
31.7% Cash:
16.2% Municipal Bonds:
9.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,540,226,051 | 42.3% |
| Equity - Exchange | $1,154,259,239 | 31.7% |
| Cash | $589,873,807 | 16.2% |
| Municipal Bonds | $356,837,242 | 9.8% |
| Total | $3,641,196,339 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER VECTOR | MERIDIAN NORTH | 3ME6U69UO | OIJV | 10.98% | $38,964,184 |
| CAPITAL EAGLE | CREST CATALYST | 9IKBWHAK4 | KDTX | 5.25% | $96,494,591 |
| PRIME ZENITH ALPHA | VITAL UNISON | C8DQIKAWX | AEKX | 4.76% | $110,833,996 |
| TIMBER NORTH LEGACY | RADIAL PEAK | HTNO7RM0N | PLIF | 9.38% | $49,930,693 |
| PEAK SUMMIT SIGNAL | FUSION ALPHA | CNEC1BNC7 | QYB | 10.88% | $92,008,403 |
| LEGACY RADIAL VERTEX | INSIGHT NORTH | A1YN80LPC | HYIT | 9.24% | $119,176,760 |
| INSIGHT OAK CATALYST | ZENITH CATALYST | KELNTZFAS | REULJ | 7.60% | $82,372,286 |
| NORTH EAGLE | RADIAL BEACON | LGJ8W5S8S | RWJZ | 3.98% | $13,282,899 |