S
Sila Value Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,300,000
Clients
6
17% 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
6
Very LowAverage account size
$383,333
About
Sila Value Advisors provides investment portfolio management to individual clients and charges clients on a percentage-of-assets basis. The firm reports managing about $2.3 million in assets for six clients.
Investment decisions and ongoing portfolio oversight are handled directly by the firm's single registered advisor, with client communication and monitoring described as part of its service model. The brochure indicates a focus on individualized portfolio management rather than broader institutional or multi-advisor offerings.
What is distinctive about Sila Value Advisors is its small scale: a low client count and modest AUM relative to most independent advisory firms, which may translate into more direct advisor access and a narrow client roster. This compact structure is atypical among independent RIAs and could affect capacity for additional clients or expanded service lines.
Client services
Portfolio management
Main office location
Sila Value Advisors, LLC
1710 8 Th Street
Manhattan Beach CA 90266, United States
Number of offices
1
Most active in
Sila Value Advisors, LLC 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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