CRD: 330908
Northern California Fiduciary Advisors, LLC
$16.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fiduciary Trust
- Clients
- Retail
- Platforms
- Optima
- Established Date
- 07-02-2024
- Office Locations
- 1
Office Locations
1718 Solano Avenue Berkeley CA
About Northern California Fiduciary Advisors, LLC
Northern California Fiduciary Advisors, LLC is an independent, fiduciary investment planning and management firm serving retail clients from Berkeley, CA. The firm provides wealth management, retirement planning, and estate planning guidance alongside ongoing portfolio management. Investment work emphasizes asset allocation and portfolio construction, with custody support including Charles Schwab.
Team overview
-- AVG AGE
$16.0M AVG AUM / ADVISOR
$762.0K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Delta Element alpha Prime atlas Pioneer radial Optima momentum
Client Personas
Frontier unison
Custodian
Oak atlas Eagle beacon Prime
Investment Themes
Meridian glacier Pioneer Eagle Vertex glacier Peak matrix
Investment Vehicles
Catalyst
Services
Focus bridge Catalyst Fusion Optima Capital Focus Pathway Capital
Technology
Unison
Owner & Executives
Y
Yen Trac
Chief Compliance Officer, Manager
- CRD
- #7924799
- Ownership
- 75% or more
(719) 508-8423
harbor.alpha@elementcapital.com
in linkedin.com/in/optima-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,002,472 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,002,472 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,002,472
Public Funds:
53.1% U.S. Government/Agency:
46.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,327,515,134 | 53.1% |
| U.S. Government/Agency | $3,822,230,882 | 46.9% |
| Total | $8,149,746,016 | 100.0% |