# Frank Financial Advisors

Frank Financial Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://frankfinancial.net
- **LinkedIn:** https://www.linkedin.com/company/frank-financial-services

## Regulatory record

- **CRD number:** 147537
- **SEC file number:** 801-121668
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147537

## About

Frank Financial Advisors was founded in 2003 and is solely owned by Todd Frank. Our offices are located in Carlsbad, San Diego, California and we serve clients across the U.S. We provide financial planning services as well as investment management, retirement planning, risk mitigation and more.

## Questions

### Who runs investment decisions at Frank Financial Advisors?

No named investment decision-makers have been identified in any public source. The firm's leadership and investment committee are undisclosed.

### How does Frank Financial Advisors source proprietary deal flow?

The firm's deal-sourcing methodology has not been disclosed in any public forum. No network affiliations (such as Tiger 21, R360, or YPO) or co-investor relationships are known.

### What investment stages does Frank Financial Advisors typically target?

Target investment stages — whether venture, growth, buyout, credit, or real assets — are not publicly disclosed. No stage has been confirmed through any reliable source.

### Which sectors does Frank Financial Advisors explicitly avoid?

No sector exclusions have been publicly stated by the firm. The investment scope remains entirely unknown.

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Last updated: 2026-07-06T01:24:16.877Z

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