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COMPREHENSIVE FINANCIAL MANAGEMENT LLC
CRD 159641File 801-73689
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$18.52B
Top 10% of cohort (national)
Discretionary AUM
$18.52B
Clients
25
30 accounts
Employees
38
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 20, 2012
- Principal office
- 720 UNIVERSITY AVENUE, SUITE 110, LOS GATOS, CA, 95032-7606
- Phone
- 408-358-3316
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.52B
- Discretionary AUM
- $18.52B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 30
- Non-discretionary accounts
- 0
- Total accounts
- 30
- AUM per client
- $740.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 12 | $374.6M |
| High net worth individuals | 13 | $17.22B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- 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 |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 30 | 25 | decreased by5 |
| Apr 1, 2026 | Employees | 37 | 38 | increased by1 |
| Apr 1, 2026 | AUM | $17,890,496,147 | $18,518,437,773 | increased by$627,941,626 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 37 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 28 | 30 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $22,754,551,937 | $17,890,496,147 | decreased by$4,864,055,790 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 28 | 30 | increased by2 |
| Apr 1, 2022 | Clients | 39 | 28 | decreased by11 |
| Apr 1, 2022 | AUM | $22,758,025,923 | $22,754,551,937 | decreased by$3,473,986 |
| Apr 1, 2022 | Accounts | 39 | 28 | decreased by11 |
| 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 “COMPREHENSIVE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“COMPREHENSIVE FINANCIAL” 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.