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CARDIFF PARK ADVISORS
Legal name: CARDIFF PARK ADVISORS,LLC
CRD 126752File 801-66660
APPROVED
Retail clients
Filing as of Aug 3, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.96B
Top 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $2.96B
Clients
363
363 accounts
Employees
6
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 3, 2006
- Principal office
- Not reported
- Phone
- 760-635-7526
- Website
- HTTP://WWW.CARDIFFPARK.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.96B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $2.96B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 363
- Total accounts
- 363
- AUM per client
- $8.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $19.5M |
| High net worth individuals | 358 | $2.93B |
| Pension and profit sharing plans | Fewer than 5 | $7.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 6 | increased by2 |
| Apr 1, 2026 | Clients | 375 | 363 | decreased by12 |
| Apr 1, 2026 | AUM | $2,831,567,626 | $2,958,061,526 | increased by$126,493,900 |
| Apr 1, 2026 | Accounts | 2,524 | 363 | decreased by2,161 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $2,705,003,726 | $2,831,567,626 | increased by$126,563,900 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 380 | 375 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,419,370,672 | $2,705,003,726 | increased by$285,633,054 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,482 | 2,524 | increased by42 |
| Apr 1, 2022 | Clients | 388 | 380 | decreased by8 |
| Apr 1, 2022 | AUM | $2,168,915,030 | $2,419,370,672 | increased by$250,455,642 |
| Apr 1, 2022 | Accounts | 2,077 | 2,482 | increased by405 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CARDIFF PARK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CARDIFF PARK” may also match similarly-named firms). Confirm identity against each filing.
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.