{
  "crd_number": 336247,
  "slug": "allvet-financial-336247",
  "primary_business_name": "ALLVET FINANCIAL",
  "legal_name": "ALLVET FINANCIAL LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-05-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-25",
  "carried_forward": false,
  "raum_total": 1266880.0,
  "raum_discretionary": 1266880.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 1266880.0,
      "count": 117
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "IL",
    "LA",
    "MA",
    "MN",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://allvetfinancial.com",
    "https://facebook.com/allvet.financial",
    "https://instagram.com/allvetfinancial",
    "https://linkedin.com/company/allvet-financial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336247",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/allvet-financial-336247",
  "display_name": "Allvet Financial",
  "summary": "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.",
  "citation": "AdvisorCensus. Allvet Financial (CRD 336247): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Allvet Financial compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Allvet Financial charge?",
      "a": "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."
    },
    {
      "q": "Is Allvet Financial registered with the SEC or a state?",
      "a": "Allvet Financial is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 336247."
    },
    {
      "q": "How much does Allvet Financial manage?",
      "a": "Allvet Financial reports $1,266,880 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Allvet Financial serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (117)."
    },
    {
      "q": "Which custodians does Allvet Financial use?",
      "a": "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."
    },
    {
      "q": "Does Allvet Financial report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Allvet Financial state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Allvet Financial's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in NH."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in PA."
      ]
    },
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in NE, WA."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 8, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "0.5% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 0.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "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%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 0.5,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%",
      "There is no minimum account size and Clients are not required to have a certain amount of investment experience or sophistication."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/allvet-financial-336247.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 117,
      "fewer_than_5": false,
      "raum": 1266880.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336247",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}