# Behage Financial

> Behage Financial is a state-registered investment advisory firm in Campbell, CA, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 155519
- Filed as: BEHAGE FINANCIAL
- Legal name: Larry Neil Behage
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Campbell, CA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155519
- AdvisorCensus page: https://advisorcensus.com/firm/behage-financial-campbell-ca-155519

## Quick answers

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

**Where is Behage Financial located?**
Behage Financial's principal office is in Campbell, CA, according to its Form ADV.

**Is Behage Financial registered with the SEC or a state?**
Behage Financial is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155519.

**How much does Behage Financial manage?**
Behage Financial reports $13,694,799 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (0% discretionary).

**What types of clients does Behage Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14).

**Does Behage Financial 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/155519

## 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: $13,694,799
- Discretionary: $0
- Non-discretionary: $13,694,799

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $10,101,398 |
| High net worth individuals | Fewer than 5 | $3,593,401 |

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

### Firm details
- Registered since: 2011 (15 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)
- behagetax.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Behage Financial (CRD 155519): Form ADV filing data as of October 2026.