Disruptiveseculargrowth Corporation
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$35,417,862
Clients
80
54% high-net worth
Advisors
1
of 1 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
80
Very HighAverage account size
$442,723
About
DisruptiveSecularGrowth is a small independent advisory firm that manages roughly $35 million for about 80 clients, serving individuals, families, trusts, and closely held businesses. It provides financial planning, investment portfolio management, and participant account management for held‑away retirement plan accounts.
The firm’s investment process emphasizes fundamental analysis and constructs portfolios using exchange‑traded products, mutual funds, individual equities, and options, including covered‑option strategies, under discretionary management with regular (at least quarterly) reviews. It also offers a separately managed “Focus” strategy that can be held as a distinct sleeve within client accounts.
What is atypical for its peer group is the firm’s meaningful non‑U.S. client base and the availability of a performance‑based fee option limited to qualified clients, in addition to a traditional AUM fee alternative. The advisor’s technology background and ongoing startup advisory activity, combined with use of an institutional custodian platform and a third‑party participant‑management tool, further distinguish the practice from many independent RIAs of similar size.
Client services
Financial planning
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Cash flow / budgeting
General tax planning
Fee options
Generally $2,500, may range higher depending on services
$350,000+: 1.35% annually
$500 per hour
0.25% annual fixed base fee plus 25% of portfolio performance above 10% benchmark, charged quarterly
Account minimum: $350,000
Main office location
Disruptiveseculargrowth Corporation
809 Cuesta Dr, Ste B #3090
Mountain View CA 94040, United States
Number of offices
1
Most active in
Disruptiveseculargrowth Corporation 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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