# Delagify Financial

> Delagify Financial 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 March 31, 2026.

- CRD: 317223
- Filed as: DELAGIFY FINANCIAL
- Legal name: Delagify Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317223
- AdvisorCensus page: https://advisorcensus.com/firm/delagify-financial-317223

## Quick answers

**How is Delagify Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Delagify Financial reports these compensation arrangements: fixed fees (other than subscription fees).

**Is Delagify Financial registered with the SEC or a state?**
Delagify Financial is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317223.

**How much does Delagify Financial manage?**
Delagify Financial reports $14,478,373 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Delagify Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (22).

**Does Delagify 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/317223

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $14,478,373
- Discretionary: $14,478,373
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 27 | $5,272,365 |
| High net worth individuals | 22 | $9,206,008 |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 1 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)
- delagify.com
- LinkedIn @delagify
- YouTube @delagify

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Delagify Financial (CRD 317223): Form ADV filing data as of October 2026.