# Advanced Financial Analysis, LLC

> Advanced Financial Analysis, LLC is a state-registered investment advisory firm, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 19, 2026.

- CRD: 165505
- Filed as: ADVANCED FINANCIAL ANALYSIS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165505
- AdvisorCensus page: https://advisorcensus.com/firm/advanced-financial-analysis-llc-165505

## Quick answers

**How is Advanced Financial Analysis, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Advanced Financial Analysis, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Advanced Financial Analysis, LLC registered with the SEC or a state?**
Advanced Financial Analysis, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 165505.

**How much does Advanced Financial Analysis, LLC manage?**
Advanced Financial Analysis, LLC reports $5,324,373 in regulatory assets under management in its Form ADV filing dated February 19, 2026 (0% discretionary).

**What types of clients does Advanced Financial Analysis, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does Advanced Financial Analysis, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165505

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $5,324,373
- Discretionary: $0
- Non-discretionary: $5,324,373

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $5,324,373 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advanced Financial Analysis, LLC (CRD 165505): Form ADV filing data as of October 2026.