# Bayleaf Financial Services

> Bayleaf Financial Services is a state-registered investment advisory firm in Dublin, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 342400
- Filed as: BAYLEAF FINANCIAL SERVICES
- Legal name: Bayleaf Financial Services LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dublin, CA
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342400
- AdvisorCensus page: https://advisorcensus.com/firm/bayleaf-financial-services-dublin-ca-342400

## Quick answers

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

**Where is Bayleaf Financial Services located?**
Bayleaf Financial Services' principal office is in Dublin, CA, according to its Form ADV.

**Is Bayleaf Financial Services registered with the SEC or a state?**
Bayleaf Financial Services is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342400.

**How much does Bayleaf Financial Services manage?**
Bayleaf Financial Services reports $0 in regulatory assets under management in its Form ADV filing dated September 10, 2026.

**Does Bayleaf 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/342400

## 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: $0
- Discretionary: $0
- Non-discretionary: $0

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bayleaf-fs.com
- nextdoor.com
- Facebook facebook.com
- Instagram @bayleaf_financial_services

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bayleaf Financial Services (CRD 342400): Form ADV filing data as of October 2026.