Sam Advisors, LLC
● SEC registered since 1999CRD 108685SEC# 801-56723Oakhurst, CA
Reg. AUM
$462.3M
Employees
3
Accounts
1,758
Location
Oakhurst, CA
Sam Advisors, LLC assets under management
Sam Advisors, LLC is an investment advisory firm registered with the SEC based in Oakhurst, CA. The firm has been registered since 1999. It reports $462.3 million in regulatory assets under management and employs 3 people.
Sam Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donald Anthony Debernardi Control | Llc Managing Member, President & Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Sam Advisors, LLC manage?
Sam Advisors, LLC reports $462.3 million in regulatory assets under management on its Form ADV.
How many employees does Sam Advisors, LLC have?
Sam Advisors, LLC reports 3 employees.
Where is Sam Advisors, LLC located?
Sam Advisors, LLC is based in Oakhurst, CA and has been SEC-registered since 1999.
Does Sam Advisors, LLC disclose fund performance?
Sam Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40312 Junction Drive, Oakhurst, CA 93644-8783 |
| Phone | 559-658-5193 |
| Fax | 559-658-6193 |
| Office hours | Mtwth 7:00a.m. - 4:00p.m. Friday 7:00a.m. - 1:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1600944 |
| Discloses disciplinary history | No |
Regulatory AUM
$462.3M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$462.3Mregulatory AUM
Discretionary $455.8MNon-discretionary $6.4M