# Han Liu

> Han Liu is a fee-only financial advisor at Banyan Lake Capital in San Mateo, California, who holds the CFA credential. Banyan Lake Capital reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/han-liu/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Banyan Lake Capital
- **Based in:** San Mateo, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $930K across 2 accounts
- **Credentials:** CFA
- **CRD:** 5818383 (https://adviserinfo.sec.gov/individual/summary/5818383)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.banyanlakecapital.com/

## Frequently asked questions

### Is Han Liu a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Han holds no broker registration, and Banyan Lake Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Han charge for financial advice?

Han's firm, Banyan Lake Capital, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Han Liu based?

Han Liu is based in San Mateo, California.

### What credentials does Han Liu hold?

Han Liu holds the CFA credential.

### Is Han Liu registered with the SEC?

Yes. Han Liu is registered as an investment adviser representative in CA (CRD 5818383), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Banyan Lake Capital manage?

Banyan Lake Capital reports $930K across 2 accounts in assets under management.

### How do I contact Han Liu?

Through Han's website, www.banyanlakecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5818383): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.