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PRESIDIO GROUP ADVISORS
Legal name: PRESIDIO GROUP ADVISORS, LLC
CRD 344581File 801-137565
APPROVED
Retail clients
Filing as of Oct 21, 2026
Feed vintage Oct 23, 2026
Regulatory AUM
$438.6M
Below cohort median (national)
Discretionary AUM
$317.8M
Non-discretionary $120.8M
Clients
478
866 accounts
Employees
4
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 22, 2026
- Principal office
- 1850 MT DIABLO BLVD, SUITE 240, WALNUT CREEK, CA, 94596
- Phone
- 925-390-3330
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $438.6M
- Discretionary AUM
- $317.8M
- Non-discretionary AUM
- $120.8M
- Discretionary accounts
- 470
- Non-discretionary accounts
- 396
- Total accounts
- 866
- AUM per client
- $918K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| High net worth individuals | 298 | $317.8M |
| Individuals (other than high net worth individuals) | 180 | $120.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- 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 | Change |
|---|---|---|---|---|
| Oct 23, 2026 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRESIDIO GROUP” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRESIDIO GROUP” may also match similarly-named firms). Confirm identity against each filing.
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.