Ryan Cole
Citrine Capital · San Francisco, California
Ryan Cole is a fee-only financial advisor at Citrine Capital in San Francisco, California, who holds the CFP credential. Citrine Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Citrine Capital |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $346.7M across 640 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6062869 |
| Exams passed | Series 63 (2012) · Series 65 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.citrinecapitaladvisors.com |
How Ryan's firm compares
- Citrine Capital's average account is about $542,000, from its Form ADV (assets managed divided by 640 accounts).
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Questions about Ryan
Is Ryan Cole a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Citrine Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Citrine Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Ryan Cole based?
Ryan Cole is based in San Francisco, California.
What credentials does Ryan Cole hold?
Ryan Cole holds the CFP credential.
Is Ryan Cole registered with the SEC?
Yes. Ryan Cole is registered as an investment adviser representative in CA (CRD 6062869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Citrine Capital manage?
Citrine Capital reports $346.7M across 640 accounts in assets under management.
How do I contact Ryan Cole?
Through Ryan's website, www.citrinecapitaladvisors.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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