# Bailey Financial Services

> Bailey Financial Services is a state-registered investment advisory firm, registered since 2014, with no regulatory assets under management reported in its Form ADV filing dated January 17, 2026.

- CRD: 173452
- Filed as: BAILEY FINANCIAL SERVICES
- Legal name: Bailey Financial Services, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/173452
- AdvisorCensus page: https://advisorcensus.com/firm/bailey-financial-services-173452

## Quick answers

**How is Bailey Financial Services compensated?**
On its Form ADV (Item 5.E, October 2026), Bailey Financial Services reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Bailey Financial Services registered with the SEC or a state?**
Bailey Financial Services is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 173452.

**What types of clients does Bailey Financial Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (72).

**Does Bailey Financial Services 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/173452

## From the Form ADV filing

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 72 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2014 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- baileyfs.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bailey Financial Services (CRD 173452): Form ADV filing data as of October 2026.