CALIFORNIA FINANCIAL ADVISORS

Legal name: MALOON, POWERS, PITRE, HIGGINS & DENNEHY, LLC

CRD 110152File 801-55273

APPROVED

Retail clients

Custody

Filing as of May 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.26B

Top 25% of cohort (national)

Discretionary AUM

$2.01B

Non-discretionary $252.9M

Clients

1,525

3,547 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: Feb 18, 1998
Principal office: 12657 ALCOSTA BLVD, SUITE 470, SAN RAMON, CA, 94583
Phone: 925.275.1000
Website: https://www.linkedin.com/company/16053146/admin/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.26B
Discretionary AUM: $2.01B
Non-discretionary AUM: $252.9M
Discretionary accounts: 3,185
Non-discretionary accounts: 362
Total accounts: 3,547
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$6.0M
Charitable organizations	Fewer than 5	$557K
High net worth individuals	666	$1.86B
Individuals (other than high net worth individuals)	851	$399.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.