AFC Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,080,208
Clients
13
15% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
Very LowAverage account size
$236,939
About
AFC Wealth Management provides investment advisory and financial planning services to individuals, including high‑net‑worth clients, and to business entities. The firm operates as a small advisory practice serving a limited client base (13 clients) with roughly $3.08 million in assets under management.
The firm delivers ongoing portfolio management and financial planning but manages client accounts on a non‑discretionary basis: the adviser develops trade recommendations and obtains client approval before executing transactions, and conducts periodic account reviews. Investment work draws on fundamental and technical analysis and is tailored to each client’s goals, time horizon and risk tolerance.
A distinctive feature of the practice is that the firm’s principal maintains an active insurance agency and receives traditional insurance commissions, an outside business activity the brochure discloses and treats as a potential conflict of interest. Combined with the firm’s primarily non‑discretionary asset management and small scale, this mix of advisory and insurance brokerage activity is less common among similar supported firms.
Client services
Financial planning
Portfolio management
Expertise
General estate planning guidance
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Fee options
1% annually
Commissions received from insurance sales by Eric Jacoby
$400 per hour for financial planning services
Fee-only: Financial planning at $400 per hour
Main office location
AFC Wealth Management
16130 Ventura Blvd, Suite #400
Encino CA 91436, United States
Number of offices
1
Most active in
AFC Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")