# Cash Flow Technologies

> Cash Flow Technologies is a state-registered investment advisory firm in Lancaster, CA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 331403
- Filed as: CASH FLOW TECHNOLOGIES
- Legal name: Cash Flow Technologies LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lancaster, CA
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331403
- AdvisorCensus page: https://advisorcensus.com/firm/cash-flow-technologies-lancaster-ca-331403

## Quick answers

**How is Cash Flow Technologies compensated?**
On its Form ADV (Item 5.E, October 2026), Cash Flow Technologies reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cash Flow Technologies located?**
Cash Flow Technologies' principal office is in Lancaster, CA, according to its Form ADV.

**Is Cash Flow Technologies registered with the SEC or a state?**
Cash Flow Technologies is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331403.

**How much does Cash Flow Technologies manage?**
Cash Flow Technologies reports $0 in regulatory assets under management in its Form ADV filing dated January 5, 2026.

**Does Cash Flow Technologies 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/331403

## From the Form ADV filing

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

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 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. Cash Flow Technologies (CRD 331403): Form ADV filing data as of October 2026.