Canguru Capital Advisors
Firm details
- Headquarters
- Oceanside, California
- CRD number
- 332797
- Registered since
- January 23, 2025
- Website
- cangurucapital.com
Firm profile
FINTRXOverview
Canguru Capital Advisors is organized as a corporation and is SEC-registered in 2025. The firm is owned by an individual and is recorded as an "unclassified" adviser. Available disclosures indicate it does not operate as a capital allocator, does not identify as an active ESG investor, and is not designated as a multistate adviser, pension consultant, or related adviser. The firm has not supplied descriptions of its investment philosophy, target client segments, fee schedules, or advisory products. That absence of detail limits any judgment about its market positioning, client focus, or service model beyond the corporate and regulatory attributes above.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Heather Beatty
Founder and CEOCRD 5882406
Cynthia Aragon
Independent ContractorCRD 4316747
Contacts
2 of 2Aaron Jamieson
President, CCOCRD 5433142

Peter Galligan
Financial PrincipalCRD 1873304
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oceanside, CA
San Diego
Location
Oceanside, CA
Headquartered in Oceanside, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 2182 S El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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