{
  "crd_number": 277083,
  "slug": "eden-advisory-services-llc-albany-ny-277083",
  "primary_business_name": "EDEN ADVISORY SERVICES, LLC",
  "legal_name": "EDEN ADVISORY SERVICES, LLC",
  "dbas": [],
  "city": "Albany",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "10580",
  "metro": {
    "cbsa_code": "10580",
    "common_name": "Albany",
    "msa_name": "Albany-Schenectady-Troy, NY",
    "path": "/advisors/ny/albany"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-20",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-04",
  "carried_forward": false,
  "raum_total": 27800000.0,
  "raum_discretionary": 27800000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 21350000.0,
      "count": 172
    },
    "high_net_worth_individuals": {
      "raum": 6450000.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL",
    "NY"
  ],
  "websites": [
    "https://edenasc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/277083",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "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?"
    }
  ],
  "city_as_filed": "ALBANY",
  "url": "https://advisorcensus.com/firm/eden-advisory-services-llc-albany-ny-277083",
  "display_name": "Eden Advisory Services, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Eden Advisory Services, LLC (CRD 277083): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Eden Advisory Services, LLC compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Eden Advisory Services, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated April 13, 2026 states: Asset-based fee: 1.4% of assets a year; Flat fee: $1,000 to $5,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Eden Advisory Services, LLC located?",
      "a": "Eden Advisory Services, LLC's principal office is in Albany, NY, according to its Form ADV."
    },
    {
      "q": "Is Eden Advisory Services, LLC registered with the SEC or a state?",
      "a": "Eden Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 277083."
    },
    {
      "q": "How much does Eden Advisory Services, LLC manage?",
      "a": "Eden Advisory Services, LLC reports $27,800,000 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Eden Advisory Services, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (172); high net worth individuals (5)."
    },
    {
      "q": "Does Eden Advisory Services, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Eden Advisory Services, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 13, 2026 says: \"There is no account minimum for any of EASL’s services.\""
    },
    {
      "q": "What changed in Eden Advisory Services, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 2 to 3. Registered or notice-filed in FL."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Registered or notice-filed in FL."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "1.4% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $5,000 (creating client financial plans)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 1.4% of assets a year"
        ],
        "quotes": [
          "EASL’s standard fees for investment advisory services are as stated below:",
          "All assets 1.4%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no account minimum for any of EASL’s services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $5,000 (creating client financial plans)"
        ],
        "quotes": [
          "The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000. Fees are charged in arrears upon completion."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 1.4
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "creating client financial plans"
        }
      ]
    },
    "quotes": [
      "EASL’s standard fees for investment advisory services are as stated below:",
      "All assets 1.4%",
      "There is no account minimum for any of EASL’s services.",
      "The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000. Fees are charged in arrears upon completion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/eden-advisory-services-llc-albany-ny-277083.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 172,
      "fewer_than_5": false,
      "raum": 21350000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 6450000.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/277083",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}