This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-11-2008
- Office Locations
- 1
Office Locations
About Path Financial, LLC
Path Financial, LLC is a Sarasota, FL registered investment adviser serving individuals, families, trusts and retirement accounts from early-career through retirement. The firm manages portfolios with a strong emphasis on minimizing risk, often using ETFs and high-quality fixed income exposures. Founder/CIO Raul Elizalde is a former Wall Street strategist and Forbes.com columnist who has published a free investment newsletter since 2008.
Reported data analysis
What the numbers show
Of the latest reported AUM, 93.5% is discretionary and 6.5% is non-discretionary.
The firm reports 1 advisory representatives and 49 clients, or 49 clients per representative. That equates to $816.3K in reported AUM per client.
The profile lists 1 reported office location and 18 years in operation. The source data was last updated on June 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Path Financial, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Services
Unlock the underlying categories and values
The full Path Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RAUL HORACIO ELIZALDE
Chief Compliance Officer, Chief Investment Officer, Managing Member, President
- CRD
- #1573563
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,400,000 | -- |
| Non-Discretionary | $2,600,000 | -- |
| Total | $40,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Path Financial, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.