# Cornbelt Financial, LLC

> Cornbelt Financial, LLC is a state-registered investment advisory firm in Denver, CO, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 22, 2023.

- CRD: 299617
- Filed as: CORNBELT FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: February 22, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299617
- AdvisorCensus page: https://advisorcensus.com/firm/cornbelt-financial-llc-denver-co-299617

## Quick answers

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

**Where is Cornbelt Financial, LLC located?**
Cornbelt Financial, LLC's principal office is in Denver, CO, according to its Form ADV.

**Is Cornbelt Financial, LLC registered with the SEC or a state?**
Cornbelt Financial, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 299617.

**How much does Cornbelt Financial, LLC manage?**
Cornbelt Financial, LLC reports $1,760,066 in regulatory assets under management in its Form ADV filing dated February 22, 2023 (100% discretionary).

**What types of clients does Cornbelt Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13).

**Does Cornbelt 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/299617

## 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: $1,760,066
- Discretionary: $1,760,066
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $1,760,066 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (7 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cornbeltfinancial.com
- Facebook @cornbeltfinancial
- LinkedIn @cornbelt-financial-llc
- X @cornbeltfin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cornbelt Financial, LLC (CRD 299617): Form ADV filing data as of October 2026.