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- Custodian
- Altruist · Apex · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-26-2023
- Office Locations
- 2
Office Locations
About Inception Financial Services
Inception Financial Services is a Costa Mesa, CA RIA serving retail clients, including retirees and athletes, with a clear, structured, tactical planning process. The firm focuses on retirement planning alongside broader financial planning, investment planning, and portfolio construction, with tax and estate planning and insurance solutions as needed. Custody includes Charles Schwab and Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 99.5% is discretionary and 0.5% is non-discretionary.
The firm reports 2 advisory representatives and 120 clients, or 60 clients per representative. That equates to $242.9K in reported AUM per client.
The profile lists 2 reported office locations and 3 years in operation. The source data was last updated on August 13, 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
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Edward Philip Schuh II
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6778484
- Ownership
- 75% or more
ROBIN LYNN FRENI
--
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Timothy Lawrence Adams
Financial Planner/Tax Specialist
- CRD
- #7417634
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,000,000 | -- |
| Non-Discretionary | $150,000 | -- |
| Total | $29,150,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Inception Financial Services has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.