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WARM SPRINGS ADVISORS INC.
CRD 306501File 801-134774
APPROVED
Retail clients
Filing as of Feb 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$131.3M
Bottom 25% of cohort (national)
Discretionary AUM
$131.3M
Clients
15
47 accounts
Employees
3
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 25, 2025
- Principal office
- 80 E. SIR FRANCIS DRAKE BLVD. SUITE 4D, LARKSPUR, CA, 94939
- Phone
- 415-497-8564
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $131.3M
- Discretionary AUM
- $131.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 47
- Non-discretionary accounts
- 0
- Total accounts
- 47
- AUM per client
- $8.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $130.2M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
- 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.