Define Financial, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 286648
- Registered since
- August 6, 2021
- Website
- www.definefinancial.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI83.75%
- Charitable Organizations12.66%
- Individuals3.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Define Financial, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2021) and positions itself as a capital allocator serving individual and family clients. Its client services include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and some pension consulting work. Fee arrangements are flexible—percentage of assets under management, hourly billing, and fixed fees are all used. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- Cash & Cash Equivalents11%
- Exchange Traded Equities4%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Taylor Schulte
Founder and CEOCRD 5371615
Contacts
3 of 4
Tyler Aubrey
Partner, Financial PlannerCRD 6738572
Joshua Rendler
Financial PlannerCRD 6964024
Mariani Hummel
Associate Financial PlannerCRD 7633928
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$222M in ETFs
63%
$140M
37%
$82.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $38.1M | 774,516 | 17.16% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 12526 High Bluff Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Wealth Analytics Partners, LLC
RIASan Diego, CA
Kachkovsky & Fisher, Inc.
RIASan Diego, CA
Copley Financial Group, Inc.
RIASan Diego, CA
Eiger Wealth Management, LLC
RIASan Diego, CA
Mcnaughton Wealth Management, LLC
RIASan Diego, CA
Silvia Mccoll Wealth Management, LLC
RIASan Diego, CA