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PRUDENT INVESTORS
Legal name: PRUDENT INVESTORS NETWORK, INC.
CRD 127284File 801-79432
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$515.8M
Above cohort median (national)
Discretionary AUM
$515.8M
Clients
670
670 accounts
Employees
8
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 7, 2014
- Principal office
- 22932 EL TORO RD., LAKE FOREST, CA, 92630
- Phone
- 760-597-9255
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $515.8M
- Discretionary AUM
- $515.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 670
- Non-discretionary accounts
- 0
- Total accounts
- 670
- AUM per client
- $770K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 156 | $342.9M |
| Individuals (other than high net worth individuals) | 514 | $172.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- 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
- 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 | Clients | 580 | 670 | increased by90 |
| Apr 1, 2026 | AUM | $409,250,453 | $515,799,473 | increased by$106,549,020 |
| Apr 1, 2026 | Accounts | 580 | 670 | increased by90 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 6 | 8 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 405 | 580 | increased by175 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $244,811,821 | $409,250,453 | increased by$164,438,632 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 514 | 580 | increased by66 |
| Jul 1, 2022 | Accounts | 405 | 514 | increased by109 |
| Mar 1, 2022 | Clients | 223 | 405 | increased by182 |
| Mar 1, 2022 | AUM | $179,301,983 | $244,811,821 | increased by$65,509,838 |
| Mar 1, 2022 | Accounts | 429 | 405 | decreased by24 |
| 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 “PRUDENT INVESTORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRUDENT INVESTORS” 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.