# Collective Asset Management, LLC

> Collective Asset Management, LLC is an exempt reporting adviser in Plantation, FL, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 324135
- Filed as: COLLECTIVE ASSET MANAGEMENT, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Plantation, FL
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324135
- AdvisorCensus page: https://advisorcensus.com/firm/collective-asset-management-llc-plantation-fl-324135

## Quick answers

**Where is Collective Asset Management, LLC located?**
Collective Asset Management, LLC's principal office is in Plantation, FL, according to its Form ADV.

**How does Collective Asset Management, LLC report to regulators?**
Collective Asset Management, LLC is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 324135.

**Does Collective Asset Management, 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/324135

**What changed in Collective Asset Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Firm details
- Reporting since: 2025 (1 year)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- collectiveliquidity.com
- Facebook @Collective-Liquidity
- LinkedIn @collective-liquidity
- X @CollectiveLq

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | Not reported | January 25, 2023 |
| October 2025 | Not reported | Not reported | April 15, 2025 |
| October 2026 | Not reported | Not reported | March 26, 2026 |


## Changes in the filing (last 12 months)

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Collective Asset Management, LLC (CRD 324135): Form ADV filing data as of October 2026.