AdvisorCensus / Financial advisors / New York / Albany / Eden Advisory Services, LLC
Eden Advisory Services, LLC is an SEC-registered investment advisory firm in Albany, NY, registered since 2026, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.
Quick answers
From the filingHow is Eden Advisory Services, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Eden Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Eden Advisory Services, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated April 13, 2026 states: Asset-based fee: 1.4% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Eden Advisory Services, LLC located?
Eden Advisory Services, LLC's principal office is in Albany, NY, according to its Form ADV.
Is Eden Advisory Services, LLC registered with the SEC or a state?
Eden Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 277083.
How much does Eden Advisory Services, LLC manage?
Eden Advisory Services, LLC reports $27,800,000 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).
What types of clients does Eden Advisory Services, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (5).
Does Eden Advisory Services, LLC report any disciplinary disclosures?
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/277083
Does Eden Advisory Services, LLC state an account minimum?
Its Form ADV Part 2A brochure dated April 13, 2026 says: "There is no account minimum for any of EASL’s services."
What changed in Eden Advisory Services, LLC's recent Form ADV filings?
In the October 2026 filing data: Employees performing advisory functions went from 2 to 3. Registered or notice-filed in FL.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1.4% of assets a year
The brochure's wording
EASL’s standard fees for investment advisory services are as stated below:
All assets 1.4%
Account minimum: None
The brochure's wording
There is no account minimum for any of EASL’s services.
As stated in the firm's Form ADV Part 2A brochure dated April 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$27,800,000 as of October 2026, filing dated September 4, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 3. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 111 Reports 1 disclosure item on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Employees performing advisory functions went from 2 to 3.
- Registered or notice-filed in FL.
- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Eden Advisory Services, LLC (CRD 277083): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/eden-advisory-services-llc-albany-ny-277083