# AI Advisor, Inc.

> AI Advisor, Inc. is a state-registered investment advisory firm in Narberth, PA, registered since 1995, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 12, 2026.

- CRD: 122984
- Filed as: AI ADVISOR, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Narberth, PA
- Filing period: October 2026
- Form ADV filing dated: February 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/122984
- AdvisorCensus page: https://advisorcensus.com/firm/ai-advisor-inc-narberth-pa-122984

## Quick answers

**How is AI Advisor, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), AI Advisor, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is AI Advisor, Inc. located?**
AI Advisor, Inc.'s principal office is in Narberth, PA, according to its Form ADV.

**Is AI Advisor, Inc. registered with the SEC or a state?**
AI Advisor, Inc. is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 122984.

**How much does AI Advisor, Inc. manage?**
AI Advisor, Inc. reports $20,093,178 in regulatory assets under management in its Form ADV filing dated February 12, 2026 (100% discretionary).

**What types of clients does AI Advisor, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4).

**Does AI Advisor, Inc. 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/122984

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $20,093,178
- Discretionary: $20,093,178
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 4 | $20,093,178 |

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

### Firm details
- Registered since: 1995 (30 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AI Advisor, Inc. (CRD 122984): Form ADV filing data as of October 2026.