CRD: 152083
Financial Advisors Network, Inc.
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- 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
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
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRIAN LEAMAN DOUGLASS
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #1406770
- Ownership
- Less than 5%
ROD HUNDLEY KAMPS
Financial Advisor, President
- CRD
- #2293492
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Maxwell Martin Gray
Paraplanner
- CRD
- #8141899
John William Harney
Paraplanner
- CRD
- #8123063
Insight signal
Fusion north harbor
- CRD
- #13073
Showing 2 of 13 contacts
Unlock allAssets Under Management
| 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
| 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 |