{
  "crd_number": 111258,
  "slug": "carver-financial-services-inc-mentor-oh-111258",
  "primary_business_name": "CARVER FINANCIAL SERVICES INC",
  "legal_name": "CARVER FINANCIAL SERVICES INC",
  "dbas": [],
  "city": "Mentor",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2003-01-13",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-01-20",
  "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": null,
  "clients_by_type": {
    "individuals": {
      "raum": null,
      "count": 0
    }
  },
  "compensation_types": [
    "other"
  ],
  "advisory_activities": [
    "educational_seminars"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "OH"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111258",
  "city_as_filed": "MENTOR",
  "url": "https://advisorcensus.com/firm/carver-financial-services-inc-mentor-oh-111258",
  "display_name": "Carver Financial Services Inc",
  "summary": "Carver Financial Services Inc is a state-registered investment advisory firm in Mentor, OH, registered since 2003, with no regulatory assets under management reported in its Form ADV filing dated January 20, 2026.",
  "citation": "AdvisorCensus. Carver Financial Services Inc (CRD 111258): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Other"
  ],
  "advisory_activity_labels": [
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Carver Financial Services Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Carver Financial Services Inc reports these compensation arrangements: other."
    },
    {
      "q": "Where is Carver Financial Services Inc located?",
      "a": "Carver Financial Services Inc's principal office is in Mentor, OH, according to its Form ADV."
    },
    {
      "q": "Is Carver Financial Services Inc registered with the SEC or a state?",
      "a": "Carver Financial Services Inc is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 111258."
    },
    {
      "q": "Does Carver Financial Services Inc 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/111258"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/carver-financial-services-inc-mentor-oh-111258.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 0,
      "fewer_than_5": false,
      "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/111258",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}