# Decision Tree Advisor

> Decision Tree Advisor is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 13, 2026.

- CRD: 322530
- Filed as: DECISION TREE ADVISOR
- Legal name: Decision Tree Advisor LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: January 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/322530
- AdvisorCensus page: https://advisorcensus.com/firm/decision-tree-advisor-322530

## Quick answers

**How is Decision Tree Advisor compensated?**
On its Form ADV (Item 5.E, October 2026), Decision Tree Advisor reports these compensation arrangements: a percentage of assets under its management.

**Is Decision Tree Advisor registered with the SEC or a state?**
Decision Tree Advisor is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 322530.

**How much does Decision Tree Advisor manage?**
Decision Tree Advisor reports $1,981,759 in regulatory assets under management in its Form ADV filing dated January 13, 2026 (100% discretionary).

**What types of clients does Decision Tree Advisor serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does Decision Tree Advisor 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/322530

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,981,759
- Discretionary: $1,981,759
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $1,981,759 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Decision Tree Advisor (CRD 322530): Form ADV filing data as of October 2026.