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ADAMS ASHBY FINANCIAL ADVISORS
Legal name: AF ADVISORS, INC.
CRD 149683File 801-114137
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$479.8M
Above cohort median (national)
Discretionary AUM
$479.4M
Non-discretionary $395K
Clients
43
102 accounts
Employees
2
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 16, 2018
- Principal office
- 3508 CODY WAY, SUITE 100, SACRAMENTO, CA, 95864
- Phone
- 916-333-5989
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $479.8M
- Discretionary AUM
- $479.4M
- Non-discretionary AUM
- $395K
- Discretionary accounts
- 99
- Non-discretionary accounts
- 3
- Total accounts
- 102
- AUM per client
- $11.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $395K |
| High net worth individuals | 28 | $473.4M |
| Pension and profit sharing plans | Fewer than 5 | $4.1M |
| Individuals (other than high net worth individuals) | 12 | $2.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for businesses
- 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
- 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 |
|---|---|---|---|
| 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.