{
  "crd_number": 338379,
  "slug": "civitas-financial-llc-indianapolis-in-338379",
  "primary_business_name": "CIVITAS FINANCIAL LLC",
  "legal_name": "CIVITAS FINANCIAL LLC",
  "dbas": [],
  "city": "Indianapolis",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-08-29",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-09-16",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 8,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "pension_consulting",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "IN",
    "MI",
    "NC",
    "SC"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338379",
  "city_as_filed": "INDIANAPOLIS",
  "url": "https://advisorcensus.com/firm/civitas-financial-llc-indianapolis-in-338379",
  "display_name": "Civitas Financial LLC",
  "summary": "Civitas Financial LLC is a state-registered investment advisory firm in Indianapolis, IN, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated September 16, 2026.",
  "citation": "AdvisorCensus. Civitas Financial LLC (CRD 338379): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Civitas Financial LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Civitas Financial LLC reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Civitas Financial LLC located?",
      "a": "Civitas Financial LLC's principal office is in Indianapolis, IN, according to its Form ADV."
    },
    {
      "q": "Is Civitas Financial LLC registered with the SEC or a state?",
      "a": "Civitas Financial LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338379."
    },
    {
      "q": "Does Civitas Financial LLC 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/338379"
    },
    {
      "q": "What changed in Civitas Financial LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 7 to 8."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/civitas-financial-llc-indianapolis-in-338379.md",
  "clients": [],
  "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/338379",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}