Samantha Mockford
Citrine Capital · Sacramento, California
Samantha Mockford is a fee-only financial advisor at Citrine Capital in Sacramento, 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 | Sacramento, 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 7715345 |
| Exams passed | Series 65 (2023) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.citrinecapitaladvisors.com |
How Samantha'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 Samantha
Is Samantha Mockford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samantha 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 Samantha charge for financial advice?
Samantha's firm, Citrine Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Samantha Mockford based?
Samantha Mockford is based in Sacramento, California.
What credentials does Samantha Mockford hold?
Samantha Mockford holds the CFP credential.
Is Samantha Mockford registered with the SEC?
Yes. Samantha Mockford is registered as an investment adviser representative in CA (CRD 7715345), 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 Samantha Mockford?
Through Samantha'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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