Disruptiveseculargrowth Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
DisruptiveSecularGrowth is a small independent advisory firm that manages roughly $35 million for about 80 clients, serving individuals, families, trusts, and closely held businesses. It provides financial planning, investment portfolio management, and participant account management for held‑away retirement plan accounts.
The firm’s investment process emphasizes fundamental analysis and constructs portfolios using exchange‑traded products, mutual funds, individual equities, and options, including covered‑option strategies, under discretionary management with regular (at least quarterly) reviews. It also offers a separately managed “Focus” strategy that can be held as a distinct sleeve within client accounts.
What is atypical for its peer group is the firm’s meaningful non‑U.S. client base and the availability of a performance‑based fee option limited to qualified clients, in addition to a traditional AUM fee alternative. The advisor’s technology background and ongoing startup advisory activity, combined with use of an institutional custodian platform and a third‑party participant‑management tool, further distinguish the practice from many independent RIAs of similar size.
Client services
Expertise
Fee options
Generally $2,500, may range higher depending on services
$350,000+: 1.35% annually
$500 per hour
0.25% annual fixed base fee plus 25% of portfolio performance above 10% benchmark, charged quarterly
Account minimum: $350,000
Main office
809 Cuesta Dr, Ste B #3090
Moutian View CA 94040
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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