Canguru Capital Advisors

Broker-DealerFINRA MemberEst. 2025
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Oceanside, California
CRD number
332797
Registered since
January 23, 2025

Firm profile

FINTRX

Overview

Canguru Capital Advisors is organized as a corporation and is SEC-registered in 2025. The firm is owned by an individual and is recorded as an "unclassified" adviser. Available disclosures indicate it does not operate as a capital allocator, does not identify as an active ESG investor, and is not designated as a multistate adviser, pension consultant, or related adviser. The firm has not supplied descriptions of its investment philosophy, target client segments, fee schedules, or advisory products. That absence of detail limits any judgment about its market positioning, client focus, or service model beyond the corporate and regulatory attributes above.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Heather Beatty

    Heather Beatty

    Founder and CEOCRD 5882406

  • Cynthia Aragon

    Independent ContractorCRD 4316747

Contacts

2 of 2
  • Aaron Jamieson

    Aaron Jamieson

    President, CCOCRD 5433142

  • Peter Galligan

    Peter Galligan

    Financial PrincipalCRD 1873304

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Oceanside, CA

San Diego

Location

Oceanside, CA

Headquartered in Oceanside, CA, in the West of the United States.

Region
West
County
San Diego
Address
2182 S El Camino Real
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth