# Christensen Capital, LLC

> Christensen Capital, LLC is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 117699
- Filed as: CHRISTENSEN CAPITAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117699
- AdvisorCensus page: https://advisorcensus.com/firm/christensen-capital-llc-117699

## Quick answers

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

**Is Christensen Capital, LLC registered with the SEC or a state?**
Christensen Capital, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 117699.

**How much does Christensen Capital, LLC manage?**
Christensen Capital, LLC reports $71,120,675 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Christensen Capital, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (13); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does Christensen Capital, 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/117699

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $71,120,675
- Discretionary: $71,120,675
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $3,180,948 |
| High net worth individuals | 16 | $5,191,734 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $62,747,993 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2013 (13 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- christensencapital.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Christensen Capital, LLC (CRD 117699): Form ADV filing data as of October 2026.