Northern California Fiduciary Advisors, LLC

Overview

Northern California Fiduciary Advisors, LLC is a small, independent registered investment adviser focused on serving individual and family clients, with advisory work that includes financial planning and portfolio management for individuals and small businesses. The firm operates as an owner-controlled LLC and also lists law-firm activity among its business activities, which suggests an emphasis on fiduciary and estate-related work alongside investment advisory services. Investment behavior is centered on public funds for core exposure, supplemented by allocations to third‑party alternative managers. The firm identifies as an active ESG investor, which indicates integration of environmental, social, and governance considerations into portfolio selection—most likely through ESG-screened mutual funds and strategies. Fee arrangements are flexible: percentage of AUM for asset management, plus hourly and fixed-fee arrangements for planning or discrete engagements. Northern California Fiduciary Advisors acts as a discretionary manager for its clients and appears to favor high-touch, bespoke relationships given its small client base and limited office footprint. It is not structured as a capital allocator or multi-state adviser, and it does not function as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices