# C 3 Financial Strategies

> C 3 Financial Strategies is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 166000
- Filed as: C 3 FINANCIAL STRATEGIES
- Legal name: Brenda Jean Coyle
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166000
- AdvisorCensus page: https://advisorcensus.com/firm/c-3-financial-strategies-166000

## Quick answers

**How is C 3 Financial Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), C 3 Financial Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is C 3 Financial Strategies registered with the SEC or a state?**
C 3 Financial Strategies is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166000.

**How much does C 3 Financial Strategies manage?**
C 3 Financial Strategies reports $8,512,908 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**What types of clients does C 3 Financial Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (1).

**Does C 3 Financial Strategies 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/166000

## 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: $8,512,908
- Discretionary: $8,512,908
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $6,038,490 |
| High net worth individuals | 1 | $2,474,418 |

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

### Firm details
- Registered since: 2013 (13 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. C 3 Financial Strategies (CRD 166000): Form ADV filing data as of October 2026.