# Casull Financial Advisory, LLC

> Casull Financial Advisory, LLC is a state-registered investment advisory firm in South Jordan, UT, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 170053
- Filed as: CASULL FINANCIAL ADVISORY, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: South Jordan, UT
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170053
- AdvisorCensus page: https://advisorcensus.com/firm/casull-financial-advisory-llc-south-jordan-ut-170053

## Quick answers

**How is Casull Financial Advisory, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Casull Financial Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Casull Financial Advisory, LLC located?**
Casull Financial Advisory, LLC's principal office is in South Jordan, UT, according to its Form ADV.

**Is Casull Financial Advisory, LLC registered with the SEC or a state?**
Casull Financial Advisory, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170053.

**How much does Casull Financial Advisory, LLC manage?**
Casull Financial Advisory, LLC reports $5,865,453 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**What types of clients does Casull Financial Advisory, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (38).

**Does Casull Financial Advisory, LLC 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/170053

## 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: $5,865,453
- Discretionary: $5,865,453
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $5,865,453 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- casullfinancialadvisory.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Casull Financial Advisory, LLC (CRD 170053): Form ADV filing data as of October 2026.