# Avise Financial

> Avise Financial is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 22, 2026.

- CRD: 328790
- Filed as: AVISE FINANCIAL
- Legal name: Avise Financial Cooperative, Inc.
- Also doing business as: EQUALIS FINANCIAL, HYLA FINANCIAL, PRIMEROS FINANCIAL, SOLIDI WEALTH ADVISORS, THESIS FINANCIAL PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: June 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328790
- AdvisorCensus page: https://advisorcensus.com/firm/avise-financial-los-angeles-ca-328790

## Quick answers

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

**What does Avise Financial's brochure say about its fees?**
Its Form ADV Part 2A brochure dated June 22, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Avise Financial located?**
Avise Financial's principal office is in Los Angeles, CA, according to its Form ADV; the July 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Avise Financial registered with the SEC or a state?**
Avise Financial is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 328790.

**How much does Avise Financial manage?**
Avise Financial reports $169,438,931 in regulatory assets under management in its Form ADV filing dated June 22, 2026 (100% discretionary).

**How have Avise Financial's assets and staff changed since 2025?**
In the Form ADV data for Avise Financial: Regulatory assets under management: $125,910,558 in the October 2025 data and $169,438,931 in the October 2026 data, up 35%. Total employees: 4 in October 2025 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Avise Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (123); high net worth individuals (47).

**Which custodians does Avise Financial use?**
Avise Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Avise Financial report any disciplinary disclosures?**
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/328790

**Does Avise Financial state an account minimum?**
Its Form ADV Part 2A brochure dated June 22, 2026 says: "We do not have a minimum account size requirement."

**What changed in Avise Financial's recent Form ADV filings?**
In the May 2026 filing data: Added an office in Burbank, CA. Added an office in Culver City, CA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 22, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> The annual advisory fee will not exceed 2% of the market value of all assets under management. Fees on assets under management are negotiable.

- Account minimum: None

> We do not have a minimum account size requirement.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $169,438,931
- Discretionary: $169,438,931
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 123 | $48,263,688 |
| High net worth individuals | 47 | $121,175,243 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Burbank, CA
- Culver City, CA
- El Segundo, CA
- Portland, OR

### Websites listed on Form ADV (Item 1.I)
- avisefinancial.com
- equalisfinancial.com
- hylafinancial.com
- primerosfinancial.com
- solidiwealth.com
- theresapablos.com
- thesisfinancial.com
- Facebook @EqualisFinancial
- Facebook @thesisfinancial
- Instagram @avisefinancial
- Instagram @equalisfp
- Instagram @katrina_equalis
- Instagram @ksoelter_thesis
- LinkedIn @avise-financial
- LinkedIn @equalis-financial
- LinkedIn @hyla-financial
- LinkedIn @primeros-financial
- LinkedIn @solidi-wealth-advisors
- LinkedIn @thesis-financial
- LinkedIn @thesisfinancial
- X @EqualisFP
- X @avisefinancial
- YouTube @SolidiWealthAdvisors
- YouTube @retirefromtech

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $125,910,558 | 4 | March 20, 2025 |
| October 2026 | $169,438,931 | 7 | June 22, 2026 |

Regulatory assets under management: $125,910,558 in the October 2025 data and $169,438,931 in the October 2026 data, up 35%.
Total employees: 4 in October 2025 and 7 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Added an office in Burbank, CA.
- Added an office in Culver City, CA.

### March 2026
- Added the business name Thesis Financial Planning.
- Added the business name Hyla Financial.
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $125,910,558 to $169,438,931 (+35%).
- Added an office in Culver City, CA.
- Registered or notice-filed in CO.

### January 2026
- Registered or notice-filed in AZ.
- No longer registered or notice-filed in PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Avise Financial (CRD 328790): Form ADV filing data as of October 2026.