{
  "crd_number": 318008,
  "slug": "calpa-advisors-llc-kirkland-wa-318008",
  "primary_business_name": "CALPA ADVISORS LLC",
  "legal_name": "CALPA ADVISORS LLC",
  "dbas": [],
  "city": "Kirkland",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-09-11",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-14",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "pension_consulting",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "WA"
  ],
  "websites": [
    "https://linkedin.com/company/calpa-advisors-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/318008",
  "city_as_filed": "KIRKLAND",
  "url": "https://advisorcensus.com/firm/calpa-advisors-llc-kirkland-wa-318008",
  "display_name": "Calpa Advisors LLC",
  "summary": "Calpa Advisors LLC is an SEC-registered investment advisory firm in Kirkland, WA, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 14, 2026.",
  "citation": "AdvisorCensus. Calpa Advisors LLC (CRD 318008): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Calpa Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Calpa Advisors LLC reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Calpa Advisors LLC located?",
      "a": "Calpa Advisors LLC's principal office is in Kirkland, WA, according to its Form ADV."
    },
    {
      "q": "Is Calpa Advisors LLC registered with the SEC or a state?",
      "a": "Calpa Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 318008."
    },
    {
      "q": "How have Calpa Advisors LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Calpa Advisors LLC: Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Calpa Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318008"
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2024-08-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2025-07-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 1,
      "filing_date": "2026-03-14"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/calpa-advisors-llc-kirkland-wa-318008.md",
  "clients": [
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "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/318008",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}