Presidio Group Advisors: new SEC registration, $439M AUM, Walnut Creek, CA
Presidio Group Advisors (Walnut Creek, California): new SEC registration, $439M AUM, Walnut Creek, CA. Its amount of 439 is above the median of 135 (85th percentile). Dated 14 days ago, it is in the active follow-up window. Score 75/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 439 · 85th percentile of 1,225 NewRiaPulse records · 3.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 165 related CA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Presidio Group Advisors |
| Legal name | Presidio Group Advisors, LLC |
| CRD | 344581 |
| Status | Approved |
| Registered with the SEC | 2026-10-22 |
| Latest Form ADV filing | 2026-10-23 |
| Location | Walnut Creek, CA, United States |
| Regulatory AUM | $438,629,393 |
| Accounts | 866 |
| Employees | 4 |
| Website | http://www.presidiogroupadvisors.com |
| amount percentile | 85th of 1,225 (median 135, 3.3x median) |
| Peer records CSV (166 CA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-10-22
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (CA first): Ftv Capital · Owl Ventures · Beacon Coast Partners, LLC · Trace Capital · Meson Quantitative Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Presidio Group Advisors and 166 California peers
- California NewRiaPulse records like this one: 166
- Presidio Group Advisors's amount: 85th percentile of 1,225 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every California peer: $33,200 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
75 / 100 Score
- Registered in the last 60 days.
- $439M under management.
- Website on file.
What is the NewRiaPulse record for Presidio Group Advisors in Walnut Creek, California?
Presidio Group Advisors received SEC registration as an investment adviser (2026-10-22) with $438,629,393 in regulatory assets under management, based in Walnut Creek, CA.
How does Presidio Group Advisors compare to other California NewRiaPulse records?
Its amount of 439 sits in the upper half (85th percentile) of 1,225 records; the median is 135. It is fresh: dated 14 days ago, inside the window where early outreach matters most. Its Score of 75/100 puts it among the stronger signals in this feed.
Presidio Group Advisors vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Presidio Group Advisors | Walnut Creek, CA | 439 | 85th | 2026-10-22 |
| Clean Energy Venture Management, LLC | Boston, MA | 416 | 84th | 2026-10-21 |
| New Paradigm Capital Management, LLC | Great Falls, VA | 167 | 61st | 2026-10-16 |
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.