# Conservativemoney LLC

> Conservativemoney LLC is a state-registered investment advisory firm in Cleveland, OH, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 121306
- Filed as: CONSERVATIVEMONEY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cleveland, OH
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121306
- AdvisorCensus page: https://advisorcensus.com/firm/conservativemoney-llc-cleveland-oh-121306

## Quick answers

**How is Conservativemoney LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Conservativemoney LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Conservativemoney LLC located?**
Conservativemoney LLC's principal office is in Cleveland, OH, according to its Form ADV.

**Is Conservativemoney LLC registered with the SEC or a state?**
Conservativemoney LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 121306.

**How much does Conservativemoney LLC manage?**
Conservativemoney LLC reports $10,398,266 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (49% discretionary).

**What types of clients does Conservativemoney LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (4); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Conservativemoney 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/121306

## 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: $10,398,266
- Discretionary: $5,113,494
- Non-discretionary: $5,284,772

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $961,817 |
| High net worth individuals | 4 | $8,178,497 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,024,567 |
| Charitable organizations | 1 | $233,385 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Conservativemoney LLC (CRD 121306): Form ADV filing data as of October 2026.