# Denby Financial Services, LLC

> Denby Financial Services, LLC is a state-registered investment advisory firm, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 172764
- Filed as: DENBY FINANCIAL SERVICES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Jersey
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172764
- AdvisorCensus page: https://advisorcensus.com/firm/denby-financial-services-llc-172764

## Quick answers

**How is Denby Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Denby Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Denby Financial Services, LLC registered with the SEC or a state?**
Denby Financial Services, LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172764.

**How much does Denby Financial Services, LLC manage?**
Denby Financial Services, LLC reports $3,954,573 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (0% discretionary).

**What types of clients does Denby Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26).

**Does Denby Financial Services, 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/172764

## 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: $3,954,573
- Discretionary: $0
- Non-discretionary: $3,954,573

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $3,954,573 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Denby Financial Services, LLC (CRD 172764): Form ADV filing data as of October 2026.
