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Define Financial, LLC

Define Financial, LLC. CRD 286648

Define Financial, LLC logo

CRD: 286648

Define Financial, LLC

SAN Diego, CA, 92130
8583451197
www.definefinancial.com
$314.6M Total AUM
$314.6M Disc. AUM
24.6% 3Y CAGR
7 Employees
119 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail and Institutional
Platforms
HorizonHarbor peak +more
Established Date
05-02-2017
Office Locations
1

Office Locations

12526 High Bluff Drive Suite 270 SAN Diego CA

About Define Financial, LLC

Define Financial, LLC is a San Diego–based RIA led by founder Taylor Schulte. The firm delivers comprehensive financial planning for high-achieving households and professionals, including retirement, tax and estate planning, charitable giving, and insurance reviews. Portfolios focus on diversified asset allocation using vehicles such as index funds, mutual funds, and ETFs, with custody commonly at Fidelity/NFS. Schulte ranked #2 on the Investopedia 100 (2022).

Team overview

33 AVG AGE
$62.9M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
3.9 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Fusion quantum Wave Pioneer capital North

Client Personas

Bridge meridian

Custodian

Capital atlas Horizon Timber eagle Ridge Element Signal Delta Element frontier

Investment Themes

Harbor Ridge atlas

Investment Vehicles

Glacier Wave oak

Platform

Pioneer

Services

Beacon Matrix capital Eagle Radial eagle Peak Insight Unison Element

Technology

Capital legacy Signal Foundation Oak vertex

Owner & Executives

TAYLOR ROBERT SCHULTE

TAYLOR ROBERT SCHULTE

Chief Compliance Officer, FINANCIAL PLANNER, FOUNDER

CRD
#5371615
Ownership
75% or more
(655) 266-2289
horizon.quantum@peakcapital.com
in linkedin.com/in/meridian-vector

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Contacts

TYLER JOSEPH AUBREY

TYLER JOSEPH AUBREY

Financial Planner

CRD
#6738572
(922) 245-5055
ember.pathway@legacycapital.com
in linkedin.com/in/signal-vital
M

MARIANI BARDO HUMMEL

--

CRD
#7633928
(247) 818-1008
meridian.value@peakcapital.com
in linkedin.com/in/peak-insight
A

Alpha eagle

Vital peak

CRD
#60304
(930) 416-1676
value.meridian@momentumcapital.com
in linkedin.com/in/optima-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-15-2022
05-11-2023
11-01-2024
12-10-2025
05-18-2026
Category Assets AVG. Account size
Discretionary $314,636,290 $535,096
Non-Discretionary $0 --
Total $314,636,290 $535,096

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Separately Managed Accounts

Total SMA Asset: $314,636,290

$314.6M Total SMA
Public Funds:
15.1%
Cash:
32.6%
Equity - Exchange:
10.8%
Corporate - Investment Grade:
29.0%
Municipal Bonds:
12.5%
Asset class Assets Assets %
Public Funds $183,831,499 15.1%
Cash $396,881,249 32.6%
Equity - Exchange $131,482,132 10.8%
Corporate - Investment Grade $353,053,872 29.0%
Municipal Bonds $152,178,393 12.5%
Total $1,217,427,145 100.0%

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