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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-28-2012
- Office Locations
- 1
Office Locations
About Collabria Capital, INC
Collabria Capital is a fee-only fiduciary RIA serving mid- to late-career Bay Area professionals (40s–60s) navigating retirement, company exits, and complex compensation. The boutique practice provides comprehensive planning—tax optimization, retirement planning, and stock option/equity comp guidance—alongside ongoing investment management using diversified ETF and mutual fund portfolios with risk-aware asset allocation. Founder Paul J. Saad has been featured by MyStockOptions.
Reported data analysis
What the numbers show
Of the latest reported AUM, 94.1% is discretionary and 5.9% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $687.4K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
PAUL J SAAD
Certified Financial Planner, Chief Compliance Officer, PRINCIPAL
- CRD
- #4811313
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,458,517 | -- |
| Non-Discretionary | $1,101,191 | -- |
| Total | $18,559,708 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Collabria Capital, INC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.