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ADAMS ASHBY FINANCIAL ADVISORS
AF ADVISORS, INC.
CRD 149683 · SEC 801-114137
3508 CODY WAY, SUITE 100, SACRAMENTO, CA, 95864, United States
Phone
916-333-5989
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$479.8M
Discretionary AUM
$479.4M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $2.0M |
| High net worth individuals | 28 | $473.4M |
| Pension/profit sharing plans | 2 | $4.1M |
| Charitable organizations | 1 | $395K |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD