FINANCIAL ADVISORS NETWORK, INC.

Adviser information for FINANCIAL ADVISORS NETWORK, INC. last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 13
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 3,160 $730.7M
Non-Discretionary 348 $68.4M
Total 3,508 $799.1M

Clients

Type Number RAUM
Individuals 399 $94.1M
HNW Individuals 314 $690.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 20 $14.1M
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshopsCORPORATE TRUST SERVICES
Compensation % of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 799.1M
Portfolio Manager to Program Sponsor
FINANCIAL ADVISORS NETWORK WRAP FEE PROGRAM FINANCIAL ADVISORS NETWORK, INC.

Identifiers

SEC RIA File Number 801-74613
SEC ERA File Number 801-74613
SEC CIK Numbers 1697856
SEC CRD Numbers 152083
Legal Entity Identifier None

Principal Office

1432 EDINGER AVENUE
SUITE 200
TUSTIN
CA
United States
Monday - Friday, 8:30AM-5:00PM
Tel: 714-597-6510, Fax: 714-597-6518

Chief Compliance Officer

BRIAN DOUGLASS
FINANCIAL ADVISOR
1432 EDINGER AVENUE
SUITE 200
TUSTIN
CA
United States
Tel: 714-597-6510
Fax: N/A
(Full email address available in API data)

Regulatory Contact

DAVID REITER
DIRECTOR OF QUALIFIED PLANS
1432 EDINGER AVENUE
SUITE 200
TUSTIN
CA
United States
Tel: 714-597-6510
(Full email address available in API data)

Industry Affiliates

FAN TAX PLANNING GROUP Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
KAMPS ASSET MANAGEMENT PLANNING SERVICES, INC. D.B.A. KAMPS, INC. Domestic Entity OWNER 09/2011 > 75%
KAMPS 2002 FAMILY TRUST Domestic Entity KAMPS ASSET MANAGEMENT PLANNING SERVICES, INC. D.B.A. KAMPS, INC. OWNER 09/2011 > 75%
KAMPS, ROD, HUNDLEY Individual KAMPS 2002 FAMILY TRUST TRUSTEE & BENEFICIARY TO THE TRUST 06/2002 > 75%
DOUGLASS, BRIAN, LEAMAN Individual CHIEF COMPLIANCE OFFICER 01/2017 < 5%
KAMPS, ROD, HUNDLEY Individual PRESIDENT 09/2011 < 5%

No. Employees, Historic

2010020202021202220232024202513 on 3/24/202013 on 3/25/202013 on 4/29/202013 on 6/29/202013 on 7/28/202012 on 3/31/202112 on 8/26/202112 on 2/23/202213 on 3/31/202313 on 3/28/2024

RAUM, Historic

800M400M0202020212022202320242025375095564 on 3/24/2020375095564 on 3/25/2020375095564 on 4/29/2020375095564 on 6/29/2020375095564 on 7/28/2020408639330 on 3/31/2021408639330 on 8/26/2021657710549 on 2/23/2022613931952 on 3/31/2023799117676 on 3/28/2024

No. Clients, Historic

8004000202020212022202320242025476 on 3/24/2020476 on 3/25/2020476 on 4/29/2020476 on 6/29/2020476 on 7/28/2020497 on 3/31/2021497 on 8/26/2021638 on 2/23/2022674 on 3/31/2023733 on 3/28/2024

Holdings

From latest 13F, filed February 9th, 2024 for period ending December 31st, 2023
Name Class Value $USD # Shares Private Fund
3M CO COM 681K 6K
ABBVIE INC COM 409K 3K
ACCENTURE PLC IRELAND SHS CLASS A 497K 1K
ADOBE INC COM 1M 2K
ADVANCED MICRO DEVICES INC COM 687K 5K
ALLIANT ENERGY CORP COM 233K 5K
ALLSTATE CORP COM 258K 2K
ALPHABET INC CAP STK CL A 731K 5K
ALPHABET INC CAP STK CL C 2M 16K
ALTRIA GROUP INC COM 342K 8K
AMAZON COM INC COM 1M 7K
AMCOR PLC ORD 256K 27K
AMER STATES WTR CO COM 425K 5K
AMGEN INC COM 415K 1K
APA CORPORATION COM 316K 9K
APPLE INC COM 11M 55K
APPLIED MATLS INC COM 743K 5K
ARISTA NETWORKS INC COM 241K 1K
AUTODESK INC COM 5M 19K
AUTOMATIC DATA PROCESSING IN COM 4M 15K
AUTOZONE INC COM 858K 332
AVALONBAY CMNTYS INC COM 209K 1K
BERKSHIRE HATHAWAY INC DEL CL B NEW 442K 1K
BEST BUY INC COM 453K 6K
BOEING CO COM 515K 2K
BRISTOL-MYERS SQUIBB CO COM 234K 5K
BROADCOM INC COM 2M 1K
C H ROBINSON WORLDWIDE INC COM NEW 211K 2K
CADENCE DESIGN SYSTEM INC COM 487K 2K
CARDINAL HEALTH INC COM 4M 37K
CATERPILLAR INC COM 263K 889
CF INDS HLDGS INC COM 3M 40K
CHEVRON CORP NEW COM 2M 13K
CHIPOTLE MEXICAN GRILL INC COM 229K 100
CISCO SYS INC COM 763K 15K
COLGATE PALMOLIVE CO COM 3M 37K
CONAGRA BRANDS INC COM 249K 9K
CONSOLIDATED EDISON INC COM 410K 5K
COSTCO WHSL CORP NEW COM 234K 355
COTERRA ENERGY INC COM 372K 15K
CUMMINS INC COM 337K 1K
CVS HEALTH CORP COM 218K 3K
DENISON MINES CORP COM 31K 17K
DEVON ENERGY CORP NEW COM 251K 6K
DIAMONDBACK ENERGY INC COM 342K 2K
DIGITAL RLTY TR INC COM 221K 2K
DOMINOS PIZZA INC COM 376K 912
DTE ENERGY CO COM 345K 3K
DUKE ENERGY CORP NEW COM NEW 295K 3K
EATON CORP PLC SHS 205K 852
EDISON INTL COM 386K 5K
EDWARDS LIFESCIENCES CORP COM 1M 16K
ELECTRONIC ARTS INC COM 697K 5K
EMERSON ELEC CO COM 420K 4K
EMX RTY CORP COM 45K 28K
ENPHASE ENERGY INC COM 724K 5K
EQUITY RESIDENTIAL SH BEN INT 261K 4K
ETON PHARMACEUTICALS INC COM 47K 11K
EXELON CORP COM 204K 6K
EXPEDIA GROUP INC COM NEW 5M 30K
EXPEDITORS INTL WASH INC COM 4M 29K
EXXON MOBIL CORP COM 573K 6K
F5 INC COM 247K 1K
FASTENAL CO COM 461K 7K
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 269K 4K
FIRST TR MORNINGSTAR DIVID L SHS 362K 10K
FORD MTR CO DEL COM 241K 20K
FORTINET INC COM 4M 69K
GARTNER INC COM 764K 2K
GENERAL DYNAMICS CORP COM 384K 1K
GENERAL MLS INC COM 308K 5K
GILEAD SCIENCES INC COM 13M 158K
HOLOGIC INC COM 628K 9K
HOME DEPOT INC COM 738K 2K
HONEYWELL INTL INC COM 376K 2K
HP INC COM 4M 120K
HUMANA INC COM 3M 6K
IDEXX LABS INC COM 240K 432
INCYTE CORP COM 222K 4K
INTEL CORP COM 336K 7K
INTERNATIONAL BUSINESS MACHS COM 532K 3K
INTERNATIONAL PAPER CO COM 306K 8K
INTERPUBLIC GROUP COS INC COM 214K 7K
INTUIT COM 533K 853
INVESCO QQQ TR UNIT SER 1 343K 837
ISHARES INC CORE MSCI EMKT 5M 97K
ISHARES TR CALIF MUN BD ETF 241K 4K
ISHARES TR CORE MSCI INTL 10M 157K
ISHARES TR CORE S&P SCP ETF 267K 2K
ISHARES TR CORE S&P500 ETF 699K 1K
ISHARES TR CORE US AGGBD ET 412K 4K
ISHARES TR IBOXX HI YD ETF 13M 162K
ISHARES TR JPMORGAN USD EMG 8M 92K
ISHARES TR MSCI EAFE ETF 8M 102K
ISHARES TR MSCI EMG MKT ETF 3M 79K
ISHARES TR S&P 500 GRWT ETF 9M 119K
ISHARES TR S&P 500 VAL ETF 9M 53K
ISHARES TR S&P SML 600 GWT 2M 14K
ISHARES TR SP SMCP600VL ETF 11M 106K
JOHNSON & JOHNSON COM 598K 4K
JPMORGAN CHASE & CO COM 308K 2K
KELLANOVA COM 282K 5K
KEYSIGHT TECHNOLOGIES INC COM 239K 2K
KIMBERLY-CLARK CORP COM 336K 3K
KIMCO RLTY CORP COM 226K 11K
LOCKHEED MARTIN CORP COM 937K 2K
LYONDELLBASELL INDUSTRIES N SHS - A - 378K 4K
MAIN STR CAP CORP COM 216K 5K
MARATHON OIL CORP COM 321K 13K
MASCO CORP COM 1M 17K
MASTERCARD INCORPORATED CL A 4M 9K
MCDONALDS CORP COM 515K 2K
MCKESSON CORP COM 4M 8K
MEDTRONIC PLC SHS 223K 3K
MERCK & CO INC COM 249K 2K
META PLATFORMS INC CL A 1M 3K
METLIFE INC COM 338K 5K
METTLER TOLEDO INTERNATIONAL COM 644K 531
MICROSOFT CORP COM 3M 7K
MODERNA INC COM 407K 4K
MOTOROLA SOLUTIONS INC COM NEW 216K 689
NETAPP INC COM 251K 3K
NETFLIX INC COM 3M 7K
NUCOR CORP COM 4M 23K
NVIDIA CORPORATION COM 1M 3K
OMNICOM GROUP INC COM 242K 3K
OREILLY AUTOMOTIVE INC COM 4M 4K
OTIS WORLDWIDE CORP COM 4M 40K
PACKAGING CORP AMER COM 545K 3K
PAYCHEX INC COM 1M 10K
PHILIP MORRIS INTL INC COM 748K 8K
PIONEER NAT RES CO COM 466K 2K
PROCTER AND GAMBLE CO COM 1M 8K
PROLOGIS INC. COM 1M 11K
QORVO INC COM 235K 2K
QUALCOMM INC COM 522K 4K
ROBERT HALF INC. COM 524K 6K
RTX CORPORATION COM 1M 13K
SCHWAB STRATEGIC TR US LCAP GR ETF 23M 274K
SCHWAB STRATEGIC TR US LCAP VA ETF 18M 252K
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS 311K 4K
SELECT SECTOR SPDR TR COMMUNICATION 304K 4K
SIMON PPTY GROUP INC NEW COM 329K 2K
SKYWORKS SOLUTIONS INC COM 495K 4K
SNAP ON INC COM 258K 894
SPDR S&P 500 ETF TR TR UNIT 2M 5K
SPDR SER TR S&P 600 SMCP GRW 2M 19K
SPDR SER TR S&P 600 SMCP VAL 1M 13K
STARBUCKS CORP COM 335K 3K
STEEL DYNAMICS INC COM 4M 31K
TERADYNE INC COM 712K 7K
TESLA INC COM 908K 4K
TEXAS INSTRS INC COM 516K 3K
UNITEDHEALTH GROUP INC COM 1M 3K
VALERO ENERGY CORP COM 284K 2K
VANGUARD BD INDEX FDS SHORT TRM BOND 6M 75K
VANGUARD BD INDEX FDS TOTAL BND MRKT 66M 899K
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 10M 201K
VANGUARD INDEX FDS GROWTH ETF 21M 67K
VANGUARD INDEX FDS REAL ESTATE ETF 4M 43K
VANGUARD INDEX FDS SM CP VAL ETF 2M 13K
VANGUARD INDEX FDS SMALL CP ETF 5M 23K
VANGUARD INDEX FDS SML CP GRW ETF 4M 16K
VANGUARD INDEX FDS TOTAL STK MKT 677K 3K
VANGUARD INDEX FDS VALUE ETF 39M 259K
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 17M 416K
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 393K 5K
VANGUARD SPECIALIZED FUNDS DIV APP ETF 480K 3K
VANGUARD STAR FDS VG TL INTL STK F 16M 280K
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 28M 586K
VERISIGN INC COM 3M 16K
VERIZON COMMUNICATIONS INC COM 534K 14K
VISA INC COM CL A 302K 1K
WALGREENS BOOTS ALLIANCE INC COM 229K 9K
WALMART INC COM 319K 2K
WEC ENERGY GROUP INC COM 357K 4K
WESTROCK CO COM 234K 6K