# Confiance Financial LLC

> Confiance Financial LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 20, 2026.

- CRD: 338506
- Filed as: CONFIANCE FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338506
- AdvisorCensus page: https://advisorcensus.com/firm/confiance-financial-llc-338506

## Quick answers

**How is Confiance Financial LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Confiance Financial LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Confiance Financial LLC registered with the SEC or a state?**
Confiance Financial LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338506.

**How much does Confiance Financial LLC manage?**
Confiance Financial LLC reports $2,300,000 in regulatory assets under management in its Form ADV filing dated February 20, 2026 (100% discretionary).

**Does Confiance 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/338506

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,300,000
- Discretionary: $2,300,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $2,300,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- confiancefinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Confiance Financial LLC (CRD 338506): Form ADV filing data as of October 2026.