# 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.

- CRD: 277083
- Filed as: EDEN ADVISORY SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Albany, NY
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/277083
- AdvisorCensus page: https://advisorcensus.com/firm/eden-advisory-services-llc-albany-ny-277083

## Quick answers

**How 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).

**How much does Eden Advisory Services, LLC charge?**
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.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 13, 2026)

- Asset-based fee: 1.4% of assets a year

> EASL’s standard fees for investment advisory services are as stated below:

> All assets 1.4%

- Account minimum: None

> There is no account minimum for any of EASL’s services.

- Flat fee: $1,000 to $5,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $1,000 and $5,000. Fees are charged in arrears upon completion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $27,800,000
- Discretionary: $27,800,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 172 | $21,350,000 |
| High net worth individuals | 5 | $6,450,000 |

### 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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NY
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/277083

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

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eden Advisory Services, LLC (CRD 277083): Form ADV filing data as of October 2026.