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Zavala, Ricaldo (Del Mar)


Zavala, Ricaldo is a large advisory firm based in Del Mar. It manages $299 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2012.

Zavala, Ricaldo provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Zavala, Ricaldo: assets under management

The assets under management (AUM) of Zavala, Ricaldo is $299 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 11% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $299 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $19.93 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Zavala, Ricaldo for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Del Mar

The principal office where Zavala, Ricaldo performs its advisory services is located at 5980 Rancho Diegueno Road, Del Mar, CA 92014, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-228-6820. The normal business hours are 9am-5pm on Monday - Friday.


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