# Adventedge Financial, LLC

> Adventedge Financial, LLC is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 314899
- Filed as: ADVENTEDGE FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Tennessee
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314899
- AdvisorCensus page: https://advisorcensus.com/firm/adventedge-financial-llc-314899

## Quick answers

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

**Is Adventedge Financial, LLC registered with the SEC or a state?**
Adventedge Financial, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314899.

**How much does Adventedge Financial, LLC manage?**
Adventedge Financial, LLC reports $6,250,523 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**What types of clients does Adventedge Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (2).

**Does Adventedge Financial, 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/314899

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,250,523
- Discretionary: $6,250,523
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $1,469,743 |
| High net worth individuals | 2 | $4,780,780 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- adventedgefinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adventedge Financial, LLC (CRD 314899): Form ADV filing data as of October 2026.