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FLEXPATH STRATEGIES
Legal name: FLEXPATH STRATEGIES LLC
CRD 174306File 801-80914
APPROVED
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.91B
Top 25% of cohort (national)
Discretionary AUM
$2.91B
Clients
741
741 accounts
Employees
5
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 13, 2015
- Principal office
- 120 VANTIS SUITE 480, ALISO VIEJO, CA, 92656
- Phone
- 949-418-6030
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.91B
- Discretionary AUM
- $2.91B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 741
- Non-discretionary accounts
- 0
- Total accounts
- 741
- AUM per client
- $3.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 741 | $2.91B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
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 |
|---|---|---|---|
| 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.