Aligned Advisors
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 173796
· Oceanside, CA
· WWW.ALIGNEDADVISORS.COM
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ADV data as of May 20, 2026
- Regulatory AUM
- $29.0M
- Discretionary
- $0
- Clients
- 56
- Avg AUM / client
- $517K
- Accounts
- 76
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 56 | $29.0M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Robert Moffat | Registered representative | Apr 2023 (3y) | ||
| Michael Robert Belgard | Registered representative | Oct 2024 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/20/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • FLAT FEE FOR THE COLLECTION AND ORGANIZATION OF FINANCIAL INFO
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗