{ "path": "/advisors/tx/austin", "url": "https://advisorcensus.com/advisors/tx/austin/page/6", "page_type": "metro", "title": "Financial advisors in Austin, TX", "filters": {}, "scope_total": 521, "faq": [ { "q": "How many financial advisory firms are there in Austin, TX?", "a": "AdvisorCensus lists 521 investment advisory firms with a principal office in the Austin metro area, from Form ADV filings as of October 2026: 208 SEC-registered, 133 state-registered, and 180 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Austin, TX?", "a": "113 of the 521 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Austin, TX offer financial planning?", "a": "183 of the 341 firms in Austin, TX that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Austin, TX fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 113 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 521 investment advisory firms with a principal office in the Austin metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Austin has 521 investment advisory firms with a principal office in the metro area as of October 2026: 208 SEC-registered, 133 state-registered, and 180 exempt reporting advisers. 113 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 117 report under $100 million in regulatory assets under management. The metro area has 989,434 households, 189,518 of them with income of $200,000 or more, or 364 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Austin, TX: 521 firms from Form ADV filings as of October 2026.", "total_firms": 521, "page": 6, "total_pages": 11, "sort": "name", "registration_types": { "sec": 208, "state": 133, "exempt": 180 }, "fee_model_mix": [ { "code": "fee-only", "count": 113 }, { "code": "percentage_of_aum", "count": 312 }, { "code": "hourly", "count": 114 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 171 }, { "code": "commissions", "count": 7 }, { "code": "performance_based", "count": 99 }, { "code": "other", "count": 44 }, { "code": "not_reported", "count": 180 } ], "years_registered_distribution": [ { "code": "under_5", "count": 301 }, { "code": "5_to_9", "count": 97 }, { "code": "10_to_19", "count": 77 }, { "code": "20_plus", "count": 38 }, { "code": "not_reported", "count": 8 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 69 }, { "code": "25m_100m", "count": 48 }, { "code": "100m_500m", "count": 103 }, { "code": "500m_1b", "count": 36 }, { "code": "1b_5b", "count": 39 }, { "code": "over_5b", "count": 17 }, { "code": "not_reported", "count": 209 } ], "firms": [ { "crd_number": 114477, "name": "James S. Marroquin, CFP", "name_as_filed": "JAMES S. MARROQUIN, CFP", "url": "https://advisorcensus.com/firm/james-s-marroquin-cfp-austin-tx-114477", "city": "Austin", "state": "TX", "years_registered": null, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338514, "name": "Jamestown Capital Management, LLC", "name_as_filed": "JAMESTOWN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jamestown-capital-management-llc-austin-tx-338514", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318098, "name": "JAY Kubo LLC", "name_as_filed": "JAY KUBO LLC", "url": "https://advisorcensus.com/firm/jay-kubo-llc-austin-tx-318098", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 122057, "name": "JDM Financial Group LLC", "name_as_filed": "JDM FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/jdm-financial-group-llc-austin-tx-122057", "city": "Austin", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172781, "name": "Jeff Elliott, CFP®", "name_as_filed": "JEFF ELLIOTT, CFP®", "url": "https://advisorcensus.com/firm/jeff-elliott-cfp-lakeway-tx-172781", "city": "Lakeway", "state": "TX", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 324503, "name": "JPL Wealth Management", "name_as_filed": "JPL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/jpl-wealth-management-dripping-springs-tx-324503", "city": "Dripping Springs", "state": "TX", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306032, "name": "JPN Advisors LLC", "name_as_filed": "JPN ADVISORS LLC", "url": "https://advisorcensus.com/firm/jpn-advisors-llc-austin-tx-306032", "city": "Austin", "state": "TX", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 333899, "name": "K7 Capital Advisors LLC", "name_as_filed": "K7 CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/k7-capital-advisors-llc-austin-tx-333899", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334548, "name": "Kamerra Holdings, LLC", "name_as_filed": "KAMERRA HOLDINGS, LLC", "url": "https://advisorcensus.com/firm/kamerra-holdings-llc-austin-tx-334548", "city": "Austin", "state": "TX", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309780, "name": "Kensington Asset Management, LLC", "name_as_filed": "KENSINGTON ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kensington-asset-management-llc-austin-tx-309780", "city": "Austin", "state": "TX", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 114996, "name": "Kentor Financial", "name_as_filed": "KENTOR FINANCIAL", "url": "https://advisorcensus.com/firm/kentor-financial-austin-tx-114996", "city": "Austin", "state": "TX", "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 286106, "name": "Kessler Energy, LLC", "name_as_filed": "KESSLER ENERGY, LLC", "url": "https://advisorcensus.com/firm/kessler-energy-llc-austin-tx-286106", "city": "Austin", "state": "TX", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 283330, "name": "Kestra Advisory Services, LLC", "name_as_filed": "KESTRA ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/kestra-advisory-services-llc-austin-tx-283330", "city": "Austin", "state": "TX", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151790, "name": "Kestra Institutional Services, LLC", "name_as_filed": "KESTRA INSTITUTIONAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/kestra-institutional-services-llc-austin-tx-151790", "city": "Austin", "state": "TX", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317711, "name": "Kestra Investment Management, LLC.", "name_as_filed": "KESTRA INVESTMENT MANAGEMENT, LLC.", "url": "https://advisorcensus.com/firm/kestra-investment-management-llc-austin-tx-317711", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155193, "name": "Kestra Private Wealth Services, LLC", "name_as_filed": "KESTRA PRIVATE WEALTH SERVICES, LLC", "url": "https://advisorcensus.com/firm/kestra-private-wealth-services-llc-austin-tx-155193", "city": "Austin", "state": "TX", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132887, "name": "KM Capital Management, Ltd.", "name_as_filed": "KM CAPITAL MANAGEMENT, LTD.", "url": "https://advisorcensus.com/firm/km-capital-management-ltd-austin-tx-132887", "city": "Austin", "state": "TX", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 290448, "name": "Knightsbridge Ventures", "name_as_filed": "KNIGHTSBRIDGE VENTURES", "url": "https://advisorcensus.com/firm/knightsbridge-ventures-austin-tx-290448", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 174138, "name": "Kodak Brothers Capital Management, LLC", "name_as_filed": "KODAK BROTHERS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kodak-brothers-capital-management-llc-austin-tx-174138", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 321051, "name": "Krony Capital II, LLC", "name_as_filed": "KRONY CAPITAL II, LLC", "url": "https://advisorcensus.com/firm/krony-capital-ii-llc-austin-tx-321051", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332694, "name": "KT Capital Management LLC", "name_as_filed": "KT CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kt-capital-management-llc-leander-tx-332694", "city": "Leander", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286175, "name": "Lake Hills Wealth Management, LLC", "name_as_filed": "LAKE HILLS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lake-hills-wealth-management-llc-austin-tx-286175", "city": "Austin", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340709, "name": "Laplace Capital Holdco LLC", "name_as_filed": "LAPLACE CAPITAL HOLDCO LLC", "url": "https://advisorcensus.com/firm/laplace-capital-holdco-llc-austin-tx-340709", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158618, "name": "Larson Financial Advisors", "name_as_filed": "LARSON FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/larson-financial-advisors-cedar-park-tx-158618", "city": "Cedar Park", "state": "TX", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 129701, "name": "LBJ Family Wealth Advisors, Ltd.", "name_as_filed": "LBJ FAMILY WEALTH ADVISORS, LTD.", "url": "https://advisorcensus.com/firm/lbj-family-wealth-advisors-ltd-austin-tx-129701", "city": "Austin", "state": "TX", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 170595, "name": "Learn Capital", "name_as_filed": "LEARN CAPITAL", "url": "https://advisorcensus.com/firm/learn-capital-austin-tx-170595", "city": "Austin", "state": "TX", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343401, "name": "Leviathan Ventures Management, LLC", "name_as_filed": "LEVIATHAN VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/leviathan-ventures-management-llc-austin-tx-343401", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332194, "name": "Lewis Weil Co.", "name_as_filed": "LEWIS WEIL CO.", "url": "https://advisorcensus.com/firm/lewis-weil-co-austin-tx-332194", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 343527, "name": "LFG Manco, LLC", "name_as_filed": "LFG MANCO, LLC", "url": "https://advisorcensus.com/firm/lfg-manco-llc-austin-tx-343527", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304471, "name": "LG3 Capital Management, LLC", "name_as_filed": "LG3 CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lg3-capital-management-llc-austin-tx-304471", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160315, "name": "Liberty Park Capital Management, LLC", "name_as_filed": "LIBERTY PARK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/liberty-park-capital-management-llc-austin-tx-160315", "city": "Austin", "state": "TX", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 304406, "name": "Live Oak Investment Partners", "name_as_filed": "LIVE OAK INVESTMENT PARTNERS", "url": "https://advisorcensus.com/firm/live-oak-investment-partners-austin-tx-304406", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166879, "name": "Liveoak Management Services, LLC", "name_as_filed": "LIVEOAK MANAGEMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/liveoak-management-services-llc-austin-tx-166879", "city": "Austin", "state": "TX", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281666, "name": "Long View Equity", "name_as_filed": "LONG VIEW EQUITY", "url": "https://advisorcensus.com/firm/long-view-equity-austin-tx-281666", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319005, "name": "Longhorn Freedom Fund MGR, LLC", "name_as_filed": "LONGHORN FREEDOM FUND MGR, LLC", "url": "https://advisorcensus.com/firm/longhorn-freedom-fund-mgr-llc-austin-tx-319005", "city": "Austin", "state": "TX", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 335304, "name": "LP First Capital LLC", "name_as_filed": "LP FIRST CAPITAL LLC", "url": "https://advisorcensus.com/firm/lp-first-capital-llc-austin-tx-335304", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 290260, "name": "LRT Capital Management, LLC", "name_as_filed": "LRT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lrt-capital-management-llc-austin-tx-290260", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286018, "name": "LSCP Advisors, LLC", "name_as_filed": "LSCP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lscp-advisors-llc-austin-tx-286018", "city": "Austin", "state": "TX", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 112641, "name": "Lucien Stirling & Gray Advisory Group Inc", "name_as_filed": "LUCIEN STIRLING & GRAY ADVISORY GROUP INC", "url": "https://advisorcensus.com/firm/lucien-stirling-and-gray-advisory-group-inc-austin-tx-112641", "city": "Austin", "state": "TX", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323308, "name": "Lynwood Price Capital Management LP", "name_as_filed": "LYNWOOD PRICE CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/lynwood-price-capital-management-lp-austin-tx-323308", "city": "Austin", "state": "TX", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 157775, "name": "Mainsail Partners", "name_as_filed": "MAINSAIL PARTNERS", "url": "https://advisorcensus.com/firm/mainsail-partners-austin-tx-157775", "city": "Austin", "state": "TX", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 324821, "name": "Mainstage Capital Group, LLC", "name_as_filed": "MAINSTAGE CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/mainstage-capital-group-llc-austin-tx-324821", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289245, "name": "Maqro Advisors LLC", "name_as_filed": "MAQRO ADVISORS LLC", "url": "https://advisorcensus.com/firm/maqro-advisors-llc-austin-tx-289245", "city": "Austin", "state": "TX", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323742, "name": "Maroon Pass Advisors LP", "name_as_filed": "MAROON PASS ADVISORS LP", "url": "https://advisorcensus.com/firm/maroon-pass-advisors-lp-austin-tx-323742", "city": "Austin", "state": "TX", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107722, "name": "Maslow Wealth Advisors", "name_as_filed": "MASLOW WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/maslow-wealth-advisors-austin-tx-107722", "city": "Austin", "state": "TX", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 290075, "name": "Masterpiece Capital, LLC", "name_as_filed": "MASTERPIECE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/masterpiece-capital-llc-austin-tx-290075", "city": "Austin", "state": "TX", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326876, "name": "McKee ATM Income Fund Manager", 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"firm_count": 171 }, { "path": "/advisors/tx/austin/hourly", "label": "Hourly financial advisors in Austin, TX", "firm_count": 114 } ], "answer_pages": [ { "path": "/advisors/tx/austin/for-high-net-worth-individuals", "firm_count": 195, "label": "Financial advisors for high-net-worth individuals in Austin, TX" }, { "path": "/advisors/tx/austin/for-retirement-plans", "firm_count": 64, "label": "Financial advisors for retirement plans in Austin, TX" }, { "path": "/advisors/tx/austin/for-businesses", "firm_count": 82, "label": "Financial advisors for businesses in Austin, TX" }, { "path": "/advisors/tx/austin/for-charities", "firm_count": 73, "label": "Financial advisors for charitable organizations in Austin, TX" }, { "path": "/advisors/tx/austin/no-account-minimum", "firm_count": 26, "label": "Financial advisors with no account minimum in Austin, TX" } ], "niche_pages": [] }, "csv": "https://advisorcensus.com/advisors/tx/austin.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }