# Devore Financial Advisors LLC

> Devore Financial Advisors LLC is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 15, 2026.

- CRD: 306110
- Filed as: DEVORE FINANCIAL ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306110
- AdvisorCensus page: https://advisorcensus.com/firm/devore-financial-advisors-llc-306110

## Quick answers

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

**Is Devore Financial Advisors LLC registered with the SEC or a state?**
Devore Financial Advisors LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 306110.

**How much does Devore Financial Advisors LLC manage?**
Devore Financial Advisors LLC reports $51,071,683 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (100% discretionary).

**What types of clients does Devore Financial Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (14).

**Does Devore Financial Advisors 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/306110

## 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: $51,071,683
- Discretionary: $50,921,433
- Non-discretionary: $150,250

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $6,150,250 |
| High net worth individuals | 14 | $44,921,433 |

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

### Firm details
- Registered since: 2019 (6 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [devorefa.com](https://devorefa.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Devore Financial Advisors LLC (CRD 306110): Form ADV filing data as of October 2026.