SOUTH BAY FINANCIAL PARTNERS

Overview

South Bay Financial Partners is an independent registered investment adviser organized as a corporation and active since 2017. The firm serves individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, pension consulting support, and investor education through periodicals and seminars. Its fee menu includes percentage-of-AUM billing plus hourly and fixed-fee options, giving flexibility for planning and advisory engagements. Investment activity centers on publicly traded equities—exchange-traded instruments form the single largest asset class in client portfolios—and the firm appears to operate primarily on a non-discretionary basis, with clients retaining final trading authority. South Bay is not positioned as a capital allocator or an active ESG investor; instead its model emphasizes liquid market exposure supplemented by third-party alternative real estate allocations and traditional mutual fund holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices