Felix Garcia, RIA

The firm is registered as an RIA, not a single-family office. Single-family offices are typically exempt from RIA registration. This means Felix Garcia likely serves multiple unrelated clients under a fiduciary standard. The exact client count and profiles are not publicly disclosed.

The firm's Form ADV — the primary public disclosure document for RIAs — is not readily available through standard aggregator databases. Without it, the specific investment strategy, asset allocation model, and use of alternative investments remain unconfirmed. Most independent RIAs of this profile manage balanced portfolios of equities and fixed income for individual clients.

No. The firm has no disclosed direct investments, co-investments, or portfolio company holdings in public records. This is consistent with many smaller RIAs that allocate client capital primarily through publicly traded securities or third-party funds rather than direct private company stakes.

No office address is publicly available through standard regulatory databases or commercial records. The firm may operate from a location disclosed only to clients, a home office, or a shared professional space. The SEC's Investment Adviser Public Disclosure database would hold the official address, but it is not surfaced in aggregation platforms.

There is no record of Felix Garcia, RIA raising institutional capital, launching a private fund, or filing a Form D for any exempt securities offering. The firm appears to operate solely as a fee-based advisory practice managing separate accounts for individual clients.