# Belle Eve Financial

> Belle Eve Financial is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 27, 2026.

- CRD: 327776
- Filed as: BELLE EVE FINANCIAL
- Legal name: Present Value, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: September 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327776
- AdvisorCensus page: https://advisorcensus.com/firm/belle-eve-financial-327776

## Quick answers

**How is Belle Eve Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Belle Eve Financial reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Is Belle Eve Financial registered with the SEC or a state?**
Belle Eve Financial is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327776.

**How much does Belle Eve Financial manage?**
Belle Eve Financial reports $15,336,730 in regulatory assets under management in its Form ADV filing dated September 27, 2026 (100% discretionary).

**What types of clients does Belle Eve Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (6).

**Does Belle Eve 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/327776

**What changed in Belle Eve Financial's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $34,816,000 to $15,336,730 (-56%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,336,730
- Discretionary: $15,336,730
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $4,651,508 |
| High net worth individuals | 6 | $10,685,222 |

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

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $34,816,000 to $15,336,730 (-56%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Belle Eve Financial (CRD 327776): Form ADV filing data as of October 2026.