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| Define Financial LLC
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|---|---|
| CRD # | 286648 |
| SEC # | 801-122024 |
| CIK # | 0002021320 |
| AUM | $275.8 M (2025-07-25) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 858-345-1197 |
| Address | 12526 High Bluff Drive San Diego, CA 92130 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 1.4 | ||
| Exxon Mobil Corp | 1.0 | ||
| Apple Inc | 0.7 | ||
| Nvidia Corp | 0.6 | ||
| Tetra Tech Inc | 0.6 | ||
| Airbnb Inc | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| Cintas Corp | 0.4 | ||
| Costco Wholesale Corp /NEW | 0.3 | ||
| Constellation Brands Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 10.7 |
| (b) Individuals (high net worth individuals) | 81 | 227.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 37.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 524 | 275.8 |
| By Discretionary | ||
| Discretionary | 524 | 275.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 524 | 275.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 275.8 | |
| Total | 524 | 275.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002021320] |
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|---|---|---|
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