# Augulis Financial Firm, L.L.C.

> Augulis Financial Firm, L.L.C. is a state-registered investment advisory firm in Warren, NJ, registered since 2016, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.

- CRD: 173616
- Filed as: AUGULIS FINANCIAL FIRM, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Warren, NJ
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173616
- AdvisorCensus page: https://advisorcensus.com/firm/augulis-financial-firm-l-l-c-warren-nj-173616

## Quick answers

**How is Augulis Financial Firm, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Augulis Financial Firm, L.L.C. reports these compensation arrangements: a percentage of assets under its management.

**Where is Augulis Financial Firm, L.L.C. located?**
Augulis Financial Firm, L.L.C.'s principal office is in Warren, NJ, according to its Form ADV.

**Is Augulis Financial Firm, L.L.C. registered with the SEC or a state?**
Augulis Financial Firm, L.L.C. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 173616.

**How much does Augulis Financial Firm, L.L.C. manage?**
Augulis Financial Firm, L.L.C. reports $67,433,225 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).

**What types of clients does Augulis Financial Firm, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (15).

**Does Augulis Financial Firm, L.L.C. 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/173616

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $67,433,225
- Discretionary: $67,433,225
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $27,182,743 |
| High net worth individuals | 15 | $40,250,482 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- augulisfinancialfirm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Augulis Financial Firm, L.L.C. (CRD 173616): Form ADV filing data as of October 2026.