# Civitas Financial LLC

> 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.

- CRD: 338379
- Filed as: CIVITAS FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: September 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338379
- AdvisorCensus page: https://advisorcensus.com/firm/civitas-financial-llc-indianapolis-in-338379

## Quick answers

**How is Civitas Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Civitas Financial LLC reports these compensation arrangements: fixed fees (other than subscription fees); other.

**Where is Civitas Financial LLC located?**
Civitas Financial LLC's principal office is in Indianapolis, IN, according to its Form ADV.

**Is Civitas Financial LLC registered with the SEC or a state?**
Civitas Financial LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338379.

**Does Civitas Financial 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/338379

**What changed in Civitas Financial LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 7 to 8.

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, MI, NC, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 7 to 8.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Civitas Financial LLC (CRD 338379): Form ADV filing data as of October 2026.