Fee-only adviser · Laguna Beach, CA
Xinde Asset Management Limited
Xinde Asset Management Limited is a fee-only investment adviser registered with the securities regulator of California, with a mailing address in Laguna Beach, California (its office is a private residence, so the street address is not published). On its latest Form ADV, filed April 30, 2026, it reports 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 316667 |
| Office | Laguna Beach, CA (mailing address; office not published) |
| Phone | (917) 985-7989 |
| Website | Not listed |
| Regulatory assets under management | Not reported |
| Individual clients | Fewer than 5 |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Laguna Beach
- Crane Investments Inc $9.2M
- WCM Investment Management $96.8B
- Mem Investments $95M
- Thomas Seaman Company $67M
- Peacher, Inc. $15M
See all 6 fee-only advisers in Laguna Beach →
Nearby
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- Laguna Hills 7 firms
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- Irvine 52 firms
- Mission Viejo 9 firms
- Lake Forest 4 firms
- Newport 1 firm
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