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 owned by an individual. The firm shows SEC registration in 2025 and is listed as an unclassified adviser. Public-facing disclosures are sparse: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, does not operate as a multistate adviser, and is not described as a pension consultant or a related adviser. The firm has not provided descriptions of its advisory activities, fee structure, client segments, or manager allocation preferences. That limited disclosure makes it difficult to assess investment style, target client profiles, or service offerings from available data.

Assets & Accounts

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

    Founder and CEOCRD 5882406

  • CYNTHIA ARAGON

    Independent ContractorCRD 4316747

Contacts

2 of 2
  • AARON JAMIESON

    President, CCOCRD 5433142

  • 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth