# Aztec Financial Group, LLC

> Aztec Financial Group, LLC is a state-registered investment advisory firm in Dover, NH, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated September 5, 2018.

- CRD: 296987
- Filed as: AZTEC FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dover, NH
- Filing period: October 2026
- Form ADV filing dated: September 5, 2018
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/296987
- AdvisorCensus page: https://advisorcensus.com/firm/aztec-financial-group-llc-dover-nh-296987

## Quick answers

**How is Aztec Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aztec Financial Group, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aztec Financial Group, LLC located?**
Aztec Financial Group, LLC's principal office is in Dover, NH, according to its Form ADV.

**Is Aztec Financial Group, LLC registered with the SEC or a state?**
Aztec Financial Group, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 296987.

**Does Aztec Financial Group, 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/296987

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aztec Financial Group, LLC (CRD 296987): Form ADV filing data as of October 2026.