# Custom FIT Financial

> Custom FIT Financial is a state-registered investment advisory firm in Cedar Rapids, IA, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated July 10, 2026.

- CRD: 332622
- Filed as: CUSTOM FIT FINANCIAL
- Legal name: Custom FIT Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cedar Rapids, IA
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332622
- AdvisorCensus page: https://advisorcensus.com/firm/custom-fit-financial-cedar-rapids-ia-332622

## Quick answers

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

**Where is Custom FIT Financial located?**
Custom FIT Financial's principal office is in Cedar Rapids, IA, according to its Form ADV.

**Is Custom FIT Financial registered with the SEC or a state?**
Custom FIT Financial is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 332622.

**What types of clients does Custom FIT Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (25).

**Does Custom FIT Financial 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/332622

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 25 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- customfitfinancial.com
- Facebook facebook.com
- LinkedIn @custom-fit-financial
- YouTube @CustomFitFinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Custom FIT Financial (CRD 332622): Form ADV filing data as of October 2026.