CRD: 152083
Financial Advisors Network, Inc.
$1.1B Total AUM
$1.0B Disc. AUM
22.4% 3Y CAGR
22 Employees
823 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- GlacierHarbor +more
- Established Date
- 03-09-2010
- Office Locations
- 1
Office Locations
1432 Edinger Avenue Suite 200 Tustin CA
About Financial Advisors Network, Inc.
Financial Advisors Network, Inc. is a Tustin, CA wealth management firm providing comprehensive financial planning and ongoing advisor support. The team emphasizes client education through events and a quarterly bulletin with tax reports and timely market/law updates. Client work spans portfolio construction and investment planning using vehicles such as ETFs, mutual funds, and fixed income, with planning often extending to tax, retirement, and estate needs.
Team overview
36 AVG AGE
$92.2M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6 yrs AVG TENURE
22 Employees
12 Advisory Reps
12 RIA Reps
16yrs Firm Age
Insights
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Accredited Investors
Legacy vital
Asset Classes
Catalyst Fusion matrix Vital Beacon Peak Focus meridian Signal quantum Wave insight
Client Personas
Quantum horizon Focus vital
Custodian
Ember zenith Unison legacy Radial beacon Quantum delta Ridge fusion Signal vertex Capital fusion Atlas Glacier vital Alpha crest Prime glacier
Investment Themes
Delta meridian Optima Peak harbor Element
Investment Vehicles
Value timber Glacier vertex
Platform
Signal value Matrix
Services
Prime wave Value Element Vector matrix Meridian meridian Harbor prime Legacy optima Summit delta Bridge eagle Oak Vector value Value
Technology
Summit capital Capital momentum Unison
Owner & Executives
B
BRIAN LEAMAN DOUGLASS
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #1406770
- Ownership
- Less than 5%
(314) 571-8301
meridian.legacy@catalystcapital.com
in linkedin.com/in/oak-atlas
ROD HUNDLEY KAMPS
Financial Advisor, President
- CRD
- #2293492
- Ownership
- Less than 5%
(252) 336-3125
alpha.bridge@fusioncapital.com
in linkedin.com/in/eagle-alpha
Showing 2 of 2 owners & executives
Unlock allContacts
M
Maxwell Martin Gray
--
- CRD
- #8141899
(789) 311-9401
glacier.horizon@meridiancapital.com
in linkedin.com/in/vector-element
J
John William Harney
--
- CRD
- #8123063
(561) 378-1927
summit.north@radialcapital.com
in linkedin.com/in/matrix-matrix
I
Insight signal
Fusion north harbor
- CRD
- #13073
(251) 954-6967
glacier.unison@optimacapital.com
in linkedin.com/in/summit-focus
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,045,058,761 | $280,553 |
| Non-Discretionary | $60,985,678 | $228,411 |
| Total | $1,106,044,439 | $277,065 |
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Separately Managed Accounts
Total SMA Asset: $1,106,044,439
Public Funds:
18.3% Equity - Exchange:
19.6% Cash:
23.8% Other:
6.5% U.S. Government/Agency:
31.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $451,135,549 | 18.3% |
| Equity - Exchange | $483,183,430 | 19.6% |
| Cash | $586,722,736 | 23.8% |
| Other | $160,239,403 | 6.5% |
| U.S. Government/Agency | $783,940,463 | 31.8% |
| Total | $2,465,221,581 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| LEGACY VITAL | OAK HARBOR | 4NPK77MNA | BWJ | 5.77% | $25,191,858 |
| FOUNDATION PEAK | SUMMIT GLACIER | 5D1LK0JCK | SGU | 3.67% | $90,291,081 |
| FOCUS ZENITH DELTA | ELEMENT GLACIER | QC5CMTPAA | VNEX | 9.80% | $28,415,797 |
| PEAK RADIAL | MATRIX SUMMIT | YKWPOM39Z | TWX | 9.19% | $46,299,712 |
| FOCUS PRIME INSIGHT | TIMBER WAVE | 0HNWWUS18 | GJUK | 7.54% | $7,288,191 |
| RIDGE CATALYST TIMBER | EAGLE PRIME | AGYP4IUSE | ZGL | 5.18% | $43,832,975 |
| HORIZON VITAL FRONTIER | ALPHA ATLAS | 1TLGFMRFE | KJY | 10.30% | $114,757,124 |
| INSIGHT GLACIER MOMENTUM | INSIGHT WAVE | FNFYVJX8M | NUCEO | 2.58% | $5,054,053 |