# AFC Wealth Management

> AFC Wealth Management is a state-registered investment advisory firm in Encino, CA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 297461
- Filed as: AFC WEALTH MANAGEMENT
- Legal name: Jacoby Agency Insurance Services, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Encino, CA
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297461
- AdvisorCensus page: https://advisorcensus.com/firm/afc-wealth-management-encino-ca-297461

## Quick answers

**How is AFC Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), AFC Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions.

**Where is AFC Wealth Management located?**
AFC Wealth Management's principal office is in Encino, CA, according to its Form ADV.

**Is AFC Wealth Management registered with the SEC or a state?**
AFC Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297461.

**How much does AFC Wealth Management manage?**
AFC Wealth Management reports $3,080,208 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (0% discretionary).

**What types of clients does AFC Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (2).

**Does AFC Wealth Management 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/297461

## 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: $3,080,208
- Discretionary: $0
- Non-discretionary: $3,080,208

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $1,883,841 |
| High net worth individuals | 2 | $1,196,367 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AFC Wealth Management (CRD 297461): Form ADV filing data as of October 2026.