AdvisorCensus / Financial advisors / Allvet Financial
Allvet Financial is an SEC-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.
Quick answers
From the filingHow is Allvet Financial compensated?
On its Form ADV (Item 5.E, October 2026), Allvet Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Allvet Financial charge?
Its Form ADV Part 2A brochure dated April 8, 2026 states: Asset-based fee: up to 0.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Allvet Financial registered with the SEC or a state?
Allvet Financial is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 336247.
How much does Allvet Financial manage?
Allvet Financial reports $1,266,880 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary).
What types of clients does Allvet Financial serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (117).
Which custodians does Allvet Financial use?
Allvet Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does Allvet Financial report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336247
Does Allvet Financial state an account minimum?
Its Form ADV Part 2A brochure dated April 8, 2026 says: "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."
What changed in Allvet Financial's recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in NH.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: up to 0.5% of assets a year (the maximum the brochure states)
The brochure's wording
Allvet charges an annual investment advisory fee based on the total assets under management as follows: Assets Under Management Maximum Annual Fee All Assets 0.50%
Account minimum: None
The brochure's wording
There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication.
As stated in the firm's Form ADV Part 2A brochure dated April 8, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,266,880 as of October 2026, filing dated September 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Allvet Financial LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
19 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in NH.
- August 2026
- Registered or notice-filed in PA.
- July 2026
- Registered or notice-filed in NE, WA.
- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Allvet Financial (CRD 336247): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/allvet-financial-336247