# Autumn Financial Advisors, LLC

> Autumn Financial Advisors, LLC is a state-registered investment advisory firm in Plymouth, MI, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2026.

- CRD: 290151
- Filed as: AUTUMN FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Plymouth, MI
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290151
- AdvisorCensus page: https://advisorcensus.com/firm/autumn-financial-advisors-llc-plymouth-mi-290151

## Quick answers

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

**Where is Autumn Financial Advisors, LLC located?**
Autumn Financial Advisors, LLC's principal office is in Plymouth, MI, according to its Form ADV.

**Is Autumn Financial Advisors, LLC registered with the SEC or a state?**
Autumn Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 290151.

**How much does Autumn Financial Advisors, LLC manage?**
Autumn Financial Advisors, LLC reports $22,335,443 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (100% discretionary).

**What types of clients does Autumn Financial Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (8).

**Does Autumn Financial Advisors, 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/290151

## 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: $22,335,443
- Discretionary: $22,335,443
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $10,593,775 |
| High net worth individuals | 8 | $11,741,668 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- autumnfa.com
- Facebook @MI.FINANCIALADVISOR
- LinkedIn @27118180

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Autumn Financial Advisors, LLC (CRD 290151): Form ADV filing data as of October 2026.