Han Liu
Banyan Lake Capital · San Mateo, California
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.
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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 | $930K across 2 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5818383 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.banyanlakecapital.com |
| Profile |
How Han's firm compares
- Banyan Lake Capital's average account is about $465,000, from its Form ADV (assets managed divided by 2 accounts).
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Questions about Han
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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