# Companions on Your Journey

> Companions on Your Journey is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 5, 2023.

- CRD: 292618
- Filed as: COMPANIONS ON YOUR JOURNEY
- Legal name: Companions on Your Journey, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: April 5, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292618
- AdvisorCensus page: https://advisorcensus.com/firm/companions-on-your-journey-292618

## Quick answers

**How is Companions on Your Journey compensated?**
On its Form ADV (Item 5.E, October 2026), Companions on Your Journey reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Companions on Your Journey registered with the SEC or a state?**
Companions on Your Journey is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292618.

**How much does Companions on Your Journey manage?**
Companions on Your Journey reports $1,892,000 in regulatory assets under management in its Form ADV filing dated April 5, 2023 (14% discretionary).

**What types of clients does Companions on Your Journey serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Companions on Your Journey 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/292618

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,892,000
- Discretionary: $262,000
- Non-discretionary: $1,630,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,892,000 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- companionsonyourjourney.com
- Facebook @COYJspecialneedsplanning
- LinkedIn @companions-on-your-journey
- X twitter.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Companions on Your Journey (CRD 292618): Form ADV filing data as of October 2026.