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EXTRACT ADVISORS

CALABASAS, CA · CRD 285535 · IAPD ↗ · extractcapital.com · 212 255 0972

$914.4MRegulatory AUM
9Advisory reps
9Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — EXTRACT ADVISORS reported RAUM up 40% ($651.6M -> $914.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
33
December 2025 — EXTRACT ADVISORS moved its main office from LOS ANGELES, CA to CALABASAS, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.