Define Financial, LLC
● SEC registered since 2021CRD 286648SEC# 801-122024San Diego, CA
Reg. AUM
$314.6M
Employees
7
Accounts
588
Location
San Diego, CA
Define Financial, LLC assets under management
Define Financial, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2021. It reports $314.6 million in regulatory assets under management and employs 7 people.
Define Financial, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rosejar LLC | Member | 5-10% | 2025 |
| Taylor Robert Schulte Control | Founder, Cco, Financial Planner, And Member | Over 75% | 2017 |
| Tja Planning & Consulting LLC | Member | 10-25% | 2024 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Define Financial, LLC manage?
Define Financial, LLC reports $314.6 million in regulatory assets under management on its Form ADV.
How many employees does Define Financial, LLC have?
Define Financial, LLC reports 7 employees.
Where is Define Financial, LLC located?
Define Financial, LLC is based in San Diego, CA and has been SEC-registered since 2021.
Does Define Financial, LLC disclose fund performance?
Define Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12526 High Bluff Drive, Suite 270, San Diego, CA 92130 |
| Phone | (858) 345-1197 |
| Fax | (858) 345-1319 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$314.6M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$314.6Mregulatory AUM
Discretionary $314.6M