Silicon Beach Financial LLC

Overview

Silicon Beach Financial LLC is a small independent registered investment adviser that focuses on fee-based planning and discretionary portfolio management for individuals, families and small businesses. The firm acts as a capital allocator, selecting third‑party managers and pooled vehicles for client portfolios rather than running large proprietary strategies. Its advisory services emphasize financial planning, customized portfolio construction and manager selection, and the firm reports active incorporation of ESG factors into investment decision‑making. The business model combines percentage‑of‑AUM billing with fixed fees, which supports both ongoing advisory relationships and project‑based planning work. Given its client mix—individuals, families and some institutional relationships—the firm appears to prioritize tailored solutions over mass market product distribution. Its SEC registration status and single‑office footprint reflect a boutique operating scale.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices