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Desert Financial Advisers
DESERT FINANCIAL ADVISERS is an SEC-registered investment adviser with $1 million in regulatory assets under management.
Desert Financial Advisers
DESERT FINANCIAL ADVISERS is an SEC-registered investment adviser with $1 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.
General information
Firm type
Single Family Office
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Phoenix
Corporate office
Phoenix, AZ, United States
Principals
James (Jim) Click Jr.
Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Desert Financial Advisers?
Jim Click Jr. is the principal overseeing investment decisions. He is the third generation of the Click family to manage the automotive fortune, having taken operational leadership of the dealership group before formalizing the family office structure in 2012. The office does not publicly name outside investment committee members or external CIOs, suggesting a concentrated decision-making structure.
Where does the underlying wealth come from?
The wealth originates from the Jim Click Automotive Group, a franchise dealership network founded by Jim Click Sr. in the 1950s and expanded across Arizona by Jim Click Jr. The group operates brands including Ford, Toyota, Hyundai, and Dodge. The family's automotive presence in Arizona dates to 1971, when Jim Click Sr. acquired his first Tucson dealership.
Does Desert Financial participate in fund commitments or only direct deals?
Desert Financial operates a hybrid model, participating in both fund commitments and direct deals. The office is a known limited partner in Southwest-focused private equity and real estate funds, particularly those investing in Arizona commercial real estate. Select direct deals occur through vehicles like Desert-Troon Investments, which pursues opportunistic development projects.
How is Desert Financial Advisers related to the Jim Click Family Foundation?
The Jim Click Family Foundation operates as a separate legal entity from Desert Financial Advisers. The foundation focuses on Southern Arizona charitable giving, with significant grants to the University of Arizona, community health organizations, and youth athletics programs. The family maintains structural separation between the investment office and the philanthropic vehicle.
What is Desert Financial's geographic investment focus?
The office concentrates its private-market allocation heavily within Arizona, particularly in Phoenix-area commercial real estate and development projects. This geographic density reflects the Click family's multi-decade operational presence in the state, which provides proprietary sourcing advantages unavailable to out-of-state institutional allocators. Public-market allocations are geographically unconstrained.
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