Stormbreaker Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stormbreaker Financial provides discretionary investment management and portfolio supervision for individuals, high‑net‑worth clients, trusts and estates, delivering customized portfolio construction and ongoing oversight. Portfolios are typically composed primarily of exchange‑traded funds and may retain legacy positions or incorporate leveraged ETFs for certain clients when deemed appropriate.
The firm’s investment process emphasizes fundamental analysis and a generally long‑term orientation while permitting shorter‑term trades or reallocations for rebalancing or client needs. Client accounts are executed through a custodian relationship and the advisor uses institutional platform tools for trading, reporting and operational support.
Distinctive aspects include that the firm is newly formed and reported no assets under management or clients at the time of its initial filing, and it is operated by a sole founder who also maintains a separate full‑time role as an aviation flight instructor. The advisor discloses use of leveraged ETFs in some mandates, receives software and platform benefits from its custodian relationship, and does not manage proprietary funds or charge performance‑based fees.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0+: 0.65% annually for core investment portfolios $0+: 0.85% annually for portfolios including long-only leveraged ETFs
Fee-only: Investment advisory fees at 0.65% to 0.85% annually based on portfolio type, paid quarterly in advance.
Main office
200 Spectrum Center Drive, Suite 300
Irvine CA 92618
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
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