# Align Financial Group

Align Financial Group is a RIA based in San Diego, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Assets under management:** Undisclosed
- **Website:** alignfinancialgroup.com

## Regulatory record

- **Reports private funds:** No

## About

Align Financial Group is a registered investment advisor headquartered in San Diego, California. The firm focuses on alternatives, organizing capital for private real estate, infrastructure, and credit strategies. The leadership team has not been publicly named as of 2026. The firm deploys across real assets and private credit, targeting institutional-quality investments for individual accredited investors. Its fund structures include private placements and pooled vehicles, though specific deal sizes and co-investors are not widely reported. Geographic focus appears concentrated in North America, with possible exposure to select international markets. Align Financial Group operates as a single-office advisory with no disclosed additional locations or team headcount. The firm has not publicly reported recent hires, capital raises, or closed funds as of May 2026. Structurally, Align Financial Group distinguishes itself by focusing on direct alternatives rather than public securities, emphasizing less liquid asset classes for individual investors. The firm's governance and succession details remain undisclosed.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

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Last updated: 2026-07-06T01:54:27.297Z

Canonical page: https://altss.com/profile/align-financial-group

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