{
  "crd_number": 343487,
  "slug": "bugle-valley-343487",
  "primary_business_name": "BUGLE VALLEY",
  "legal_name": "BUGLE VALLEY LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-08-10",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-08-27",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ"
  ],
  "websites": [
    "https://facebook.com/profile.php?id=61593638212082&notif_ids%5B0%5D=100001172362092&notif_ids%5B1%5D=1000007747&sk=followers",
    "https://linkedin.com/in/beau-kemp-cfp%C2%AE-rma%C2%AE-666745b2",
    "https://substack.com/@buglevalley",
    "https://x.com/Beau_Kemp",
    "https://youtube.com/@BugleValley"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343487",
  "listing_state": "AZ",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/bugle-valley-343487",
  "display_name": "Bugle Valley",
  "summary": "Bugle Valley is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.",
  "citation": "AdvisorCensus. Bugle Valley (CRD 343487): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Bugle Valley compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bugle Valley reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Is Bugle Valley registered with the SEC or a state?",
      "a": "Bugle Valley is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 343487."
    },
    {
      "q": "How much does Bugle Valley manage?",
      "a": "Bugle Valley reports $0 in regulatory assets under management in its Form ADV filing dated August 27, 2026."
    },
    {
      "q": "Does Bugle Valley report any disciplinary disclosures?",
      "a": "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/343487"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bugle-valley-343487.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/343487",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
