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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-26-2011
- Office Locations
- 1
Office Locations
About Behage Financial
Behage Tax Service (Behage Financial) is a California-licensed, full-service tax consulting firm serving business owners, executives, and independent professionals. The practice pairs tax planning and accounting with financial and investment planning/asset management, with an ETF-oriented investment approach. Clients can share and store documents via a secure, password-protected portal and SecureSend for file transfer.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 14 clients, or 14 clients per representative. That equates to $978.2K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Behage Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
LARRY NEIL BEHAGE
Advisor, Owner
- CRD
- #4482567
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,694,799 | -- |
| Total | $13,694,799 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Behage Financial has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.