Practicecfo Investments
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 167771
- SEC number
- 801-120024
- Firm type
- RIA
- Assets under management
- $401.6M as of Mar 19, 2026
- Website
- www.linkedin.com/showcase/associates-on-fire ↗
- Phone
- 800-675-2712
- Address
- 13400 Sabre Springs Parkway, San Diego, CA, 92128
Advisors at this firm
11 in our index · page 1 of 1
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Brandon Wesley HobsonCRD 6880419 · San Diego, CAIA Registered
-
Paul Joseph LipciusCRD 6663229 · San Diego, CAIA Registered
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Randy LundyCRD 7265132 · Seattle, WAIA Registered
-
Philip Gregory MaravillaCRD 6667396 · Kamuela, HIIA Registered
-
Andrew NorthcuttCRD 7912895 · Pflugerville, TXIA Registered
-
Drew Parson PhillipsCRD 6995632 · San Diego, CAIA Registered
-
Jonathan Steven PotterCRD 8154798 · Saratoga Springs, UTIA Registered
-
Justin David ReadCRD 7296322 · San Diego, CAIA Registered
-
Wesley William ReadCRD 5428523 · San Diego, CAIA Registered
-
Caleb James RichCRD 8196187 · Swansboro, NCIA Registered
-
Cameron Foster SmithCRD 8165363 · San Diego, CAIA Registered
1–11 of 11
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 167771 ↗
FINRA BrokerCheck record for firm CRD 167771 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.