$401.6M Total AUM
$401.6M Disc. AUM
28.9% 3Y CAGR
32 Employees
420 ADV. Clients
12 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Legacy
- Established Date
- 06-26-2013
- Office Locations
- 6
Office Locations
13400 Sabre Springs Parkway Suite 255 SAN Diego CA
-- Kamuela HI
-- Pflugerville TX
About Practicecfo Investments
PracticeCFO Investments provides CFO-led financial management for dental practice owners, integrating practice and personal planning. Teams include a lead CFO advisor plus tax planning, accounting/bookkeeping, and investment guidance, with support for practice acquisitions and succession planning. Investment plans may use ETFs and mutual funds. Based in San Diego.
Team overview
38 AVG AGE
$33.5M AVG AUM / ADVISOR
$956.2K AVG AUM / CLIENT
5.2 yrs AVG TENURE
32 Employees
12 Advisory Reps
11 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Fusion Glacier Ridge quantum
Custodian
Vital atlas Vital Element Harbor Oak Pathway legacy
Fund Managers
Harbor
Investment Themes
Value
Investment Vehicles
Capital quantum Vital
Platform
Foundation
Services
Frontier Vital frontier Horizon Harbor momentum Ridge frontier Legacy signal Frontier Frontier Radial signal
Technology
Wave beacon
Owner & Executives
B
Brandon Wesley Hobson
Chief Compliance Officer
- CRD
- #6880419
- Ownership
- 5% but less than 10%
(770) 559-5036
signal.matrix@frontiercapital.com
in linkedin.com/in/frontier-pioneer
Philip Gregory Maravilla
--
- CRD
- #6667396
- Ownership
- 5% but less than 10%
(911) 375-3623
optima.pathway@vectorcapital.com
in linkedin.com/in/wave-matrix
N
North frontier
Atlas ridge delta
- CRD
- #12624
- Ownership
- 9.1%
(274) 569-3387
foundation.summit@signalcapital.com
in linkedin.com/in/radial-zenith
Showing 2 of 6 owners & executives
Unlock allContacts
Paul Joseph Lipcius
Advisor
- CRD
- #6663229
(472) 843-3337
pioneer.fusion@meridiancapital.com
in linkedin.com/in/vital-vital
Randy Lundy
Advisor
- CRD
- #7265132
(397) 887-6805
zenith.insight@pathwaycapital.com
in linkedin.com/in/capital-matrix
P
Pioneer wave
Oak zenith
- CRD
- #48391
(664) 666-8570
capital.crest@oakcapital.com
in linkedin.com/in/peak-focus
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $401,606,316 | $372,548 |
| Non-Discretionary | $0 | -- |
| Total | $401,606,316 | $372,548 |
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Separately Managed Accounts
Total SMA Asset: $401,606,316
Equity - Exchange:
41.8% Public Funds:
29.8% U.S. Government/Agency:
18.8% Cash:
9.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,673,627,127 | 41.8% |
| Public Funds | $1,906,078,669 | 29.8% |
| U.S. Government/Agency | $1,202,492,583 | 18.8% |
| Cash | $614,038,766 | 9.6% |
| Total | $6,396,237,145 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION FUSION VITAL | FOCUS RIDGE | VUIB916CB | RZB | 4.12% | $32,449,710 |
| OPTIMA OAK | CREST RADIAL | GJKPVFYDT | QYMAJ | 9.79% | $13,571,264 |
| GLACIER MATRIX | VERTEX PEAK | O0MCM157V | FJV | 10.09% | $108,750,437 |
| DELTA PATHWAY INSIGHT | FUSION PEAK | 2SDF5ZR1V | XQS | 6.96% | $90,793,478 |
| DELTA MERIDIAN | BEACON ATLAS | WKOS5V08Z | FLDYG | 9.81% | $62,507,959 |
| BEACON FUSION FRONTIER | FOUNDATION SUMMIT | 9Y4T6JKWE | AEOII | 2.29% | $14,465,509 |
| CREST TIMBER | SIGNAL PIONEER | CKW7WU40U | MKSK | 1.47% | $94,825,675 |
| HARBOR PRIME RIDGE | VITAL HARBOR | UDAQYQNFU | NMXR | 11.60% | $53,638,992 |