Ventura Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$80,640,000
Total clients
41
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
21
Average account size
$1,966,829
About
Ventura Advisors is a fee-only registered investment adviser that serves individuals, families, trusts, estates, charitable organizations and small businesses. The two-advisor firm manages about $80.6 million on a discretionary basis for a limited client roster and provides ongoing investment management alongside comprehensive financial planning, retirement, tax and estate planning services.
The firm’s investment approach centers on strategic asset allocation with a passive core invested in index funds and ETFs, emphasizing diversification, tax-efficiency, cost containment and periodic rebalancing; client portfolios are governed by written investment policy statements and managed on a discretionary basis. Fundamental analysis is the primary analytic tool, and the firm limits the use of margin to short-term liquidity needs; it also offers tailored engagement models, including retainers and hourly planning.
A distinctive disclosure in the brochure notes that the firm’s principal holds a real estate broker license and that any compensated real estate activity with clients would represent a conflict of interest, a relationship the firm says it will disclose to clients. The firm also highlights multiple advanced professional credentials among its advisors (including CFA, CFP, CTFA and AEP designations), adherence to fee-only standards, and an internal continuity plan to address loss or incapacity of key personnel.
Client services
Expertise
Occupation focus
Fee options
Financial plans range from $2,000 to $4,000 depending on complexity
$0 - $1,000,000: 1.10% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.70% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.30%
$300 per hour for limited scope engagements and follow-on implementation work
Some Retainer Agreements with fixed fees, fees negotiable based on individual circumstances
Account minimum: $1,500 quarterly minimum fee (negotiable) Minimum fee: $1,500 minimum quarterly fee (negotiable) Fee-only: Fee-only financial planning and investment management; no commissions accepted.
Main office location
Ventura Advisors
21860 Burbank Blvd., Suite 100
Woodland Hills CA 91367, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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