# Athletes Financial Advisers, LLC

> Athletes Financial Advisers, LLC is a state-registered investment advisory firm in Westlake, OH, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 284993
- Filed as: ATHLETES FINANCIAL ADVISERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Westlake, OH
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284993
- AdvisorCensus page: https://advisorcensus.com/firm/athletes-financial-advisers-llc-westlake-oh-284993

## Quick answers

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

**Where is Athletes Financial Advisers, LLC located?**
Athletes Financial Advisers, LLC's principal office is in Westlake, OH, according to its Form ADV.

**Is Athletes Financial Advisers, LLC registered with the SEC or a state?**
Athletes Financial Advisers, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284993.

**How much does Athletes Financial Advisers, LLC manage?**
Athletes Financial Advisers, LLC reports $67,146,912 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Athletes Financial Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (15).

**Does Athletes Financial Advisers, 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/284993

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $67,146,912
- Discretionary: $67,146,912
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $11,738,898 |
| High net worth individuals | 15 | $55,408,014 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- athletesfinancial.com
- pro.money
- Facebook @ATHLETESFINANCIAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Athletes Financial Advisers, LLC (CRD 284993): Form ADV filing data as of October 2026.