SOUTH BAY FINANCIAL PARTNERS

Legal name: SOUTH BAY FINANCIAL PARTNERS GROUP, INC.

CRD 175015File 801-110198

APPROVED

Retail clients

Filing as of Jul 17, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$114.8M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $114.8M

Clients

145 accounts

Employees

Bottom 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Mar 24, 2017
Principal office: 21515 HAWTHORNE BLVD, SUITE 200, TORRANCE, CA, 90503
Phone: 310-792-4189
Website: https://www.linkedin.com/company/south-bay-financial-partners/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $114.8M
Discretionary AUM: $0
Non-discretionary AUM: $114.8M
Discretionary accounts: 0
Non-discretionary accounts: 145
Total accounts: 145
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$1.3M
High net worth individuals	27	$98.8M
Individuals (other than high net worth individuals)	23	$14.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Publications
Other advisory activities
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

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 11

This 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.