Socialtrader

0 registered advisors · 0 reported ETFs · $0 reported ETF value · $73.1K regulatory AUM

Socialtrader is an investment adviser that files Form ADV with the SEC in San Diego, CA, with 0 registered advisors, reporting $73.1K in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-03-31 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$73.1KLowTop 99.7%
  • Average AUM per client$2.4KLowTop 99.3%
  • High-net-worth share of clients25.8%ModerateTop 40%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-03-31. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2023-07-17
SEC file number
801-128322
Form version
10/2021
Latest Form ADV filing
2026-03-31
Address
750 B Street Suite 1960, San Diego, CA 92101, United States
Phone
2097328731
Website
https://www.socialtrader.ai

Size

People and clients

Items 5.A through 5.D.

Employees
4
Registered advisors
0
Offices
0
Clients
31
High-net-worth share of clients
25.8%

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$73,145
Discretionary AUM
$0
Non-discretionary AUM
$73,145
Total accounts
31
Average AUM per client
$2,360

Clients

Who the firm serves

Item 5.D, by reported assets.

  • Individuals (non-HNW)23 clients
    $61.7K
  • High net worth individuals8 clients
    $11.5K

Practice

How the firm operates

Items 4 through 9.

Services
Financial Planning Services; Portfolio Management: Individuals and Small Businesses; Publication of Periodicals or Newsletters
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Subscription Fees (Newsletter or Periodical); Compensation: Performance-Based Fees

Source: SEC Form ADV filed by CRD 326985. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

    Public filing evidence

    Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.