# Becker Financial Services

> Becker Financial Services is a state-registered investment advisory firm, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 113783
- Filed as: BECKER FINANCIAL SERVICES
- Legal name: Brad John Becker
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113783
- AdvisorCensus page: https://advisorcensus.com/firm/becker-financial-services-113783

## Quick answers

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

**Is Becker Financial Services registered with the SEC or a state?**
Becker Financial Services is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 113783.

**How much does Becker Financial Services manage?**
Becker Financial Services reports $6,000,000 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**Does Becker 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/113783

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $6,000,000
- Discretionary: $6,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $6,000,000 |

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

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Becker Financial Services (CRD 113783): Form ADV filing data as of October 2026.