AdvizorPro
Socialtrader

Socialtrader. CRD 326985

S

CRD: 326985

Socialtrader

$73.1K Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
31 ADV. Clients
3 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Alpaca ยท Interactive Brokers
Clients
Retail
Platforms
--
Established Date
07-17-2023
Office Locations
1

Office Locations

750 B Street Suite 1960 SAN Diego CA

About Socialtrader

SocialTrader is an AI-powered social trading platform where verified traders share and automate diversified, 1-tap strategies for U.S. retail investors. The platform supports multi-asset exposure across stocks, ETFs, crypto, precious metals, real-world assets and prediction markets, with AI-driven portfolio analysis and automation. Custodied at Interactive Brokers.

Team overview

-- AVG AGE
-- AVG AUM / ADVISOR
$2.4K AVG AUM / CLIENT
1.1 yrs AVG TENURE
4 Employees
0 Advisory Reps
0 RIA Reps
3yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

B

Brian Foote

Chief Executive Officer

CRD
--
Ownership
10% but less than 25%
Available
Available
Available
J

Jeff Hinshaw

Chief Operating Officer

CRD
--
Ownership
5% but less than 10%
Available
Available
Available

Showing 2 of 3 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 3 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-06-2024
07-01-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $73,145 $2,360
Total $73,145 $2,360

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Cash:
Available
Equity - Exchange:
Available
Asset class Assets Assets %
Cash Available Available
Equity - Exchange Available Available
Total Available Available

Continue browsing

View all advisor firms in California

Start a free trial and
prospect smarter