# Developing Financial

> Developing Financial is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 315242
- Filed as: DEVELOPING FINANCIAL
- Legal name: Developing Financial LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315242
- AdvisorCensus page: https://advisorcensus.com/firm/developing-financial-315242

## Quick answers

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

**Is Developing Financial registered with the SEC or a state?**
Developing Financial is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315242.

**How much does Developing Financial manage?**
Developing Financial reports $1,801,732 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

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

**Does Developing 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/315242

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,801,732
- Discretionary: $1,795,282
- Non-discretionary: $6,450

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $1,801,732 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- developingfinancial.com
- LinkedIn @developing-financial
- LinkedIn @lj-jones
- X @realljjones
- X @developingfin
- YouTube @UCrcj2Kxbjqc99ghtJWpodVA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Developing Financial (CRD 315242): Form ADV filing data as of October 2026.