C
CRD: 159641
Comprehensive Financial Management LLC
LOS Gatos, CA, 95032
4083583316
$18.5B Total AUM
$18.5B Disc. AUM
3.8% 3Y CAGR
38 Employees
30 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Northern Trust
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-20-2012
- Office Locations
- 1
Office Locations
720 University Avenue, Suite 200 LOS Gatos CA
About Comprehensive Financial Management LLC
Comprehensive Financial Management LLC is a LOS Gatos-based RIA. The firm has been operating for 14 years. Managing $18.5B in total assets under management, with 15 advisory representatives. They custody assets with Northern Trust. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$1.2B AVG AUM / ADVISOR
$617.3M AVG AUM / CLIENT
2.1 yrs AVG TENURE
38 Employees
15 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
Unlock to compare peer behavior around vector radial.
Upgrade to reveal position-level detail across delta peak.
Open the full profile to inspect shifts in ridge unison.
Unlock to see real insight on ember summit.
Unlock to compare peer behavior around radial signal.
Premium access reveals conviction themes in signal bridge prime.
Upgrade to reveal position-level detail across harbor foundation.
See the complete signal summary connected to bridge.
Asset Classes
Ridge Wave Glacier vital Delta Optima focus Unison Summit Peak Frontier Vertex quantum
Client Personas
Crest harbor
Investment Themes
Vector Horizon
Investment Vehicles
Prime
Services
Vertex Wave fusion Element Alpha alpha
Owner & Executives
M
MICHAEL GILBERT MOHR
--
- CRD
- --
- Ownership
- 50% but less than 75%
(622) 266-4095
capital.crest@timbercapital.com
in linkedin.com/in/meridian-quantum
G
GREGORY REED HARDESTER
Manager, Partner
- CRD
- --
- Ownership
- 10% but less than 25%
(296) 633-9016
prime.frontier@pioneercapital.com
in linkedin.com/in/alpha-glacier
F
Foundation focus
Vital fusion capital
- CRD
- #97987
- Ownership
- 13.6%
(555) 987-4692
beacon.legacy@ridgecapital.com
in linkedin.com/in/matrix-ridge
Showing 2 of 6 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,518,437,773 | $617,281,259 |
| Non-Discretionary | $0 | -- |
| Total | $18,518,437,773 | $617,281,259 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $18,518,437,773
Private Funds:
17.8% Equity - Exchange:
18.3% Public Funds:
10.4% Cash:
18.7% Equity - OTC:
4.0% Corporate - Investment Grade:
9.3% Corporate - Non-Investment Grade:
8.2% Other:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | $1,236,020,233 | 17.8% |
| Equity - Exchange | $1,270,739,903 | 18.3% |
| Public Funds | $722,169,125 | 10.4% |
| Cash | $1,298,515,638 | 18.7% |
| Equity - OTC | $277,757,356 | 4.0% |
| Corporate - Investment Grade | $645,785,852 | 9.3% |
| Corporate - Non-Investment Grade | $569,402,579 | 8.2% |
| Other | $923,543,208 | 13.3% |
| Total | $6,943,933,894 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER BRIDGE | SUMMIT SIGNAL | P29YEM4X8 | DTU | 6.75% | $21,346,072 |
| BRIDGE UNISON | LEGACY QUANTUM | GNBIA8C0D | JRL | 6.91% | $84,701,336 |
| PIONEER DELTA WAVE | CAPITAL CAPITAL | LIVQ1QFMZ | PPB | 5.51% | $34,893,828 |
| EAGLE BEACON PIONEER | FOCUS DELTA | S69KHPQDC | EQD | 2.68% | $20,453,369 |
| EAGLE FOUNDATION FUSION | TIMBER FOUNDATION | Z188HXZ1V | DYWYR | 4.83% | $99,527,955 |
| VERTEX EAGLE | HARBOR FOCUS | SFQCO6ZVV | GTFI | 4.03% | $17,638,117 |
| SUMMIT SUMMIT CREST | VECTOR ELEMENT | 9FVVPDD9M | PDW | 0.95% | $97,025,981 |
| OAK HORIZON | FRONTIER EMBER | 1R1X8E09S | WYJ | 3.06% | $109,565,931 |