Asset manager · Aliso Viejo, CA
Flexpath Strategies
Flexpath Strategies LLC · SEC-registered investment adviser · CRD 174306 · SEC 801-80914
At a glance
Flexpath Strategies is an SEC-registered investment adviser based in Aliso Viejo, California, with $2.9 billion in regulatory assets under management as of its Form ADV filed June 26, 2026. Its largest client group by assets is corporations or other businesses. By Form ADV it is a asset manager, ranked 895th of 3,218 asset managers and 2,877th of 17,210 SEC-registered advisers by assets.
Main office 949-418-6030flexpathstrategies.comAs filed on Form ADV
- Regulatory AUM
- $2.9B
- Rank among asset managers
- #895 of 3,218
- Rank among all SEC RIAs
- #2,877 of 17,210
- Rank in California
- #323 of 1,873
- Clients
- 741
- Accounts
- 741
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 3
- Offices
- 2
Owners and executives on its Form ADV
- Monique SchulmanChief Compliance Officer
- Vincent J. GiovinazzoCEO
- Nicholas D. DellavedovaPresident
- Jeffrey S. ElvanderSVP, Chief Investment Officer
Custody and brokerage
Custodian
Flexpath Strategies’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 741 | $2.9B | 100% |
Disciplinary disclosures
Flexpath Strategies reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Pension consulting
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗flexpathstrategies.com ↗
AtlasMembers
The full record on Flexpath Strategies
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 829 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Flexpath Strategies manage?
Flexpath Strategies reports $2.9 billion in regulatory assets under management across 741 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 26, 2026.
What kind of firm is Flexpath Strategies?
Flexpath Strategies is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Flexpath Strategies’s clients?
By assets, its largest client types are corporations or other businesses ($2.9 billion, 741 clients).
Does Flexpath Strategies have any disciplinary history?
Flexpath Strategies reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Flexpath Strategies’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-26), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →