John Defonso
Aqua Capital Advisors · Los Angeles, California
John Defonso is a fee-only financial advisor at Aqua Capital Advisors in Los Angeles, California, who holds the CFA credential. Aqua Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aqua Capital Advisors |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $143.8M across 167 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 6406556 |
| Exams passed | Series 65 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.aquaca.com |
How John's firm compares
- Aqua Capital Advisors's average account is about $861,000, from its Form ADV (assets managed divided by 167 accounts).
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Questions about John
Is John Defonso a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Aqua Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Aqua Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Defonso based?
John Defonso is based in Los Angeles, California.
What credentials does John Defonso hold?
John Defonso holds the CFA credential.
Is John Defonso registered with the SEC?
Yes. John Defonso is registered as an investment adviser representative in CA and TX (CRD 6406556), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aqua Capital Advisors manage?
Aqua Capital Advisors reports $143.8M across 167 accounts in assets under management.
How do I contact John Defonso?
Through John's website, www.aquaca.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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