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CARMANDALIAN FINANCIAL GROUP, LLC
CRD 292458File 801-123754
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$150.8M
Bottom 25% of cohort (national)
Discretionary AUM
$126.7M
Non-discretionary $24.1M
Clients
86
363 accounts
Employees
2
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 18, 2022
- Principal office
- 2829 TOWNSGATE RD, SUITE 100, WESTLAKE VILLAGE, CA, 91361
- Phone
- 818-707-5304
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $150.8M
- Discretionary AUM
- $126.7M
- Non-discretionary AUM
- $24.1M
- Discretionary accounts
- 230
- Non-discretionary accounts
- 133
- Total accounts
- 363
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $34K |
| Charitable organizations | Fewer than 5 | $388K |
| High net worth individuals | 25 | $130.8M |
| Pension and profit sharing plans | Fewer than 5 | $504K |
| Individuals (other than high net worth individuals) | 61 | $18.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- 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.