# Define Financial

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

## Overview

- **Organization type:** RIA
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** definefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/define-financial

## Regulatory record

- **CRD number:** 286648
- **SEC file number:** 801-122024
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/286648

## About

Define Financial was established in 2014 as a US-based wealth manager and registered investment advisor. The firm delivers financial planning, tax planning, and investment management. It serves high-net-worth individuals, corporations, and businesses through advisory relationships. No specific asset-class allocations or named holdings appear in available records. The firm maintains its headquarters in San Diego. No additional offices, team size, or dated operational events from the last 24 months are documented in public sources. Define Financial functions as an independent RIA without disclosed ties to larger banking or trust platforms.

## Questions

### Who runs investment decisions at Define Financial?

No named principals or CIO appear in available records.

### Does Define Financial participate in fund commitments or only direct deals?

Available information describes advisory services without reference to fund commitments or direct investments.

## Related profiles

- [Defined Capital](https://altss.com/profile/defined-capital)
- [Define Ventures](https://altss.com/profile/define-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

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