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TORREY GROWTH & INCOME ADVISORS, LLC
CRD 139940File 801-66611
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$328.4M
Below cohort median (national)
Discretionary AUM
$328.4M
Clients
293
294 accounts
Employees
5
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 2, 2006
- Principal office
- 1233 CAMINO DEL MAR, DEL MAR, CA, 92014
- Phone
- 760-274-2744
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $328.4M
- Discretionary AUM
- $328.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 294
- Non-discretionary accounts
- 0
- Total accounts
- 294
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $1.6M |
| High net worth individuals | 64 | $276.6M |
| Individuals (other than high net worth individuals) | 229 | $50.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
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 |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 246 | 293 | increased by47 |
| Mar 1, 2026 | AUM | $322,165,732 | $328,358,441 | increased by$6,192,709 |
| Mar 1, 2026 | Accounts | 485 | 294 | decreased by191 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 5 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 3 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 221 | 246 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $291,375,437 | $322,165,732 | increased by$30,790,295 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 221 | 485 | increased by264 |
| Apr 1, 2022 | Clients | 135 | 221 | increased by86 |
| Apr 1, 2022 | AUM | $304,568,535 | $291,375,437 | decreased by$13,193,098 |
| Apr 1, 2022 | Accounts | 135 | 221 | increased by86 |
| 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 “TORREY GROWTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TORREY GROWTH” 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.