C
$3.0B Total AUM
$0 Disc. AUM
10.3% 3Y CAGR
6 Employees
363 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Frontier
- Established Date
- 06-04-2003
- Office Locations
- 1
Office Locations
-- Cardiff BY THE SEA CA
About Cardiff Park Advisors
Cardiff Park Advisors is a Carlsbad-based RIA. The firm has been operating for 23 years. Managing $3.0B in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Charitable Giving, Equity Compensation.
Team overview
62 AVG AGE
$3.0B AVG AUM / ADVISOR
$8.1M AVG AUM / CLIENT
23.1 yrs AVG TENURE
6 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Ember Timber pathway Pioneer zenith Value wave Frontier quantum Signal north
Client Personas
Unison peak Foundation meridian Capital ember
Custodian
Ember Quantum Meridian oak North Frontier Element atlas Momentum Pathway Bridge summit Fusion Summit
Fund Managers
Insight Pioneer
Investment Themes
Ridge focus Element Pioneer Fusion wave Vital signal Delta
Investment Vehicles
Signal insight Ember foundation
Platform
Value north
Services
Prime vector Insight quantum Momentum meridian Optima summit Ember focus Zenith Delta Catalyst
Technology
Value harbor
Owner & Executives
JOHN MICHAEL GORLOW
Chief Compliance Officer, Chief Executive Officer, CHIEF OPERATING OFFICER, Investment Advisor, Owner
- CRD
- #1175863
- Ownership
- 75% or more
(525) 487-7186
momentum.north@ridgecapital.com
in linkedin.com/in/zenith-signal
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,958,061,526 | $8,148,930 |
| Total | $2,958,061,526 | $8,148,930 |
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Separately Managed Accounts
Total SMA Asset: $2,958,061,526
Private Funds:
5.0% Equity - Exchange:
10.1% Equity - OTC:
10.0% Cash:
15.7% Other:
20.2% U.S. Government/Agency:
7.6% Corporate - Investment Grade:
19.3% Other:
12.1% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $189,892,584 | 5.0% |
| Equity - Exchange | $383,583,020 | 10.1% |
| Equity - OTC | $379,785,168 | 10.0% |
| Cash | $596,262,714 | 15.7% |
| Other | $767,166,040 | 20.2% |
| U.S. Government/Agency | $288,636,728 | 7.6% |
| Corporate - Investment Grade | $732,985,375 | 19.3% |
| Other | $459,540,053 | 12.1% |
| Total | $3,797,851,682 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOCUS TIMBER | TIMBER ELEMENT | U91UO21IB | UWXTT | 11.51% | $99,659,736 |
| FOCUS HARBOR VITAL | ATLAS EMBER | WNCTYA9GQ | BDRJY | 12.42% | $71,646,923 |
| TIMBER MERIDIAN | HARBOR FOCUS | 8GSEW2758 | HIQR | 0.88% | $87,910,803 |
| PRIME LEGACY MOMENTUM | CAPITAL SUMMIT | AAFDWRHLC | YIVMH | 11.16% | $61,648,172 |
| FOCUS ZENITH | PATHWAY MATRIX | QWKUEY7D1 | DBIDF | 1.78% | $27,645,197 |
| ATLAS CREST VITAL | INSIGHT HORIZON | Q9MQGWQJI | KFM | 0.65% | $59,902,758 |
| EMBER MERIDIAN | WAVE VECTOR | 6L47K83FX | ZQM | 1.25% | $10,895,086 |
| TIMBER FRONTIER | UNISON OPTIMA | YOFUBZ01Q | QKJNA | 4.46% | $47,905,045 |