# Ataraxia Advisory Services, LLC

> Ataraxia Advisory Services, LLC is a state-registered investment advisory firm in Christiansburg, VA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 174214
- Filed as: ATARAXIA ADVISORY SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Christiansburg, VA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/174214
- AdvisorCensus page: https://advisorcensus.com/firm/ataraxia-advisory-services-llc-christiansburg-va-174214

## Quick answers

**How is Ataraxia Advisory Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ataraxia Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Ataraxia Advisory Services, LLC located?**
Ataraxia Advisory Services, LLC's principal office is in Christiansburg, VA, according to its Form ADV.

**Is Ataraxia Advisory Services, LLC registered with the SEC or a state?**
Ataraxia Advisory Services, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 174214.

**How much does Ataraxia Advisory Services, LLC manage?**
Ataraxia Advisory Services, LLC reports $50,594,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Ataraxia Advisory Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (13); corporations or other businesses not listed above (2).

**Does Ataraxia Advisory Services, 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/174214

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $50,594,000
- Discretionary: $50,594,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $9,800,000 |
| High net worth individuals | 13 | $33,500,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $945,000 |
| Charitable organizations | 1 | $5,970,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $379,000 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ataraxiaadvisory.com
- Facebook @AtaraxiaAdv
- LinkedIn @mikejones17
- X @MikeJon37094299

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ataraxia Advisory Services, LLC (CRD 174214): Form ADV filing data as of October 2026.