# Eden Financial

> Eden Financial is a state-registered investment advisory firm in Aliso Viejo, CA, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 323479
- Filed as: EDEN FINANCIAL
- Legal name: Eden Financial, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Aliso Viejo, CA
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323479
- AdvisorCensus page: https://advisorcensus.com/firm/eden-financial-aliso-viejo-ca-323479

## Quick answers

**How is Eden Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Eden Financial 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.

**Where is Eden Financial located?**
Eden Financial's principal office is in Aliso Viejo, CA, according to its Form ADV.

**Is Eden Financial registered with the SEC or a state?**
Eden Financial is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323479.

**How much does Eden Financial manage?**
Eden Financial reports $26,124,276 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**What types of clients does Eden Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (91).

**Does Eden 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/323479

**What changed in Eden Financial's recent Form ADV filings?**
In the October 2026 filing data: Regulatory assets under management went from $16,176,871 to $26,124,276 (+61%).

## 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: $26,124,276
- Discretionary: $26,124,276
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 91 | $12,124,276 |
| High net worth individuals | Fewer than 5 | $14,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- edenfinancial.co
- Facebook @NycoleBlackstone
- Facebook facebook.com
- Instagram @nycolefreer
- LinkedIn @edenfinancial
- LinkedIn @nycolefreer
- TikTok @nycolefreer
- YouTube @nycolefreer

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $16,176,871 to $26,124,276 (+61%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eden Financial (CRD 323479): Form ADV filing data as of October 2026.