Aligned Advisors

Public-record details

Address

1696 Ord Way, Oceanside, CA 92056

Phone

(858) 752-7179

Listed under

Financial planning, % of assets managed

CRD number

173796

Registration

State registered: CA, ID, LA

Compensation (Form ADV 5.E)

Percentage of assets under management; Other (Flat Fee for the Collection and Organization of Financial Info)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$29.0 million

Accounts managed

76

Clients reported (Form ADV 5.D)

56

Individual / high-net-worth clients

0 / 56

Employees

6

Other business activities (Form ADV 6.A)

Also active as: insurance broker or agent, accountant or accounting firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-05-20

State registered (CA, ID, LA) investment adviser, CRD 173796, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 173796 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.