# Calvie Financial

> Calvie Financial is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 335279
- Filed as: CALVIE FINANCIAL
- Legal name: Calvie Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Minnesota
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335279
- AdvisorCensus page: https://advisorcensus.com/firm/calvie-financial-335279

## Quick answers

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

**Is Calvie Financial registered with the SEC or a state?**
Calvie Financial is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335279.

**How much does Calvie Financial manage?**
Calvie Financial reports $4,102,541 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**Does Calvie 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/335279

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $4,102,541
- Discretionary: $4,102,541
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $526,113 |
| High net worth individuals | Fewer than 5 | $3,576,428 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- calviefinancial.com
- LinkedIn @calvie-financial
- LinkedIn @clinton-vilks-cfa-b2a9425b

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Calvie Financial (CRD 335279): Form ADV filing data as of October 2026.