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SOCIALTRADER
Legal name: SOCIALTRADER.AI INC.
CRD 326985File 801-128322
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$73K
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $73K
Clients
31
31 accounts
Employees
4
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 17, 2023
- Principal office
- 750 B STREET SUITE 1960, SAN DIEGO, CA, 92101
- Phone
- 2097328731
- Website
- https://www.socialtrader.ai
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $73K
- Discretionary AUM
- $0
- Non-discretionary AUM
- $73K
- Discretionary accounts
- 0
- Non-discretionary accounts
- 31
- Total accounts
- 31
- AUM per client
- $2K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 8 | $11K |
| Individuals (other than high net worth individuals) | 23 | $62K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Subscription fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- 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.