CRD: 111090
Financial Sense Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-31-1985
- Office Locations
- 4
Office Locations
About Financial Sense Advisors, Inc.
Financial Sense Advisors is a San Diego-based RIA serving retail and institutional clients with discretionary portfolio management and financial planning. The firm emphasizes asset allocation and risk management using ETFs, mutual funds, and fixed income, with active interest in macro themes such as commodities and hard assets. Financial Sense also publishes frequent market commentary and podcasts (Financial Sense Newshour) led by Jim Puplava and team.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES JOSEPH PUPLAVA
Chief Compliance Officer, President
- CRD
- #736091
- Ownership
- 75% or more
Ryan Douglas Preiss
Chief Operating Officer
- CRD
- #6654122
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ROBERT THOMAS BERNARD
Wealth Advisor
- CRD
- #705891
Crystal K Colbert
Wealth Advisor
- CRD
- #6677721
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $835,564,894 | $748,714 |
| Non-Discretionary | $0 | -- |
| Total | $835,564,894 | $748,714 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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