# Advisory Financial Services LLC

> Advisory Financial Services LLC is a state-registered investment advisory firm in Oceanside, CA, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2025.

- CRD: 110155
- Filed as: ADVISORY FINANCIAL SERVICES LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oceanside, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/110155
- AdvisorCensus page: https://advisorcensus.com/firm/advisory-financial-services-llc-oceanside-ca-110155

## Quick answers

**How is Advisory Financial Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Advisory Financial Services LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Advisory Financial Services LLC located?**
Advisory Financial Services LLC's principal office is in Oceanside, CA, according to its Form ADV.

**Is Advisory Financial Services LLC registered with the SEC or a state?**
Advisory Financial Services LLC is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 110155.

**How much does Advisory Financial Services LLC manage?**
Advisory Financial Services LLC reports $500,000 in regulatory assets under management in its Form ADV filing dated March 26, 2025 (0% discretionary).

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

**Does Advisory Financial Services 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/110155

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Commissions

### Regulatory assets under management (Item 5.F)
- Total: $500,000
- Discretionary: $0
- Non-discretionary: $500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $500,000 |

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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisory Financial Services LLC (CRD 110155): Form ADV filing data as of October 2026.