CRD: 111090
Financial Sense Advisors, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 4, 2025 and August 31, 2026, reported AUM increased 22.6%, from $681.4M to $835.6M.
Across 5 reported observations, AUM increased 39.0% between March 23, 2022 and August 31, 2026, from $601.0M to $835.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 8 advisory representatives and 597 clients, or 74.6 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 4 reported office locations and 40 years in operation. The source data was last updated on August 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Financial Sense Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Financial Sense Advisors, Inc. has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Financial Sense Advisors, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.