# Algotech Financial LLC

> Algotech Financial LLC is a state-registered investment advisory firm in Dallas, TX, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 10, 2023.

- CRD: 317020
- Filed as: ALGOTECH FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: April 10, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317020
- AdvisorCensus page: https://advisorcensus.com/firm/algotech-financial-llc-dallas-tx-317020

## Quick answers

**How is Algotech Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Algotech Financial LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Algotech Financial LLC located?**
Algotech Financial LLC's principal office is in Dallas, TX, according to its Form ADV.

**Is Algotech Financial LLC registered with the SEC or a state?**
Algotech Financial LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 317020.

**How much does Algotech Financial LLC manage?**
Algotech Financial LLC reports $0 in regulatory assets under management in its Form ADV filing dated April 10, 2023.

**Does Algotech 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/317020

## From the Form ADV filing

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

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

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [algotechfin.com](https://algotechfin.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Algotech Financial LLC (CRD 317020): Form ADV filing data as of October 2026.