# Empowering Finance, LLC

> Empowering Finance, LLC is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 310901
- Filed as: EMPOWERING FINANCE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310901
- AdvisorCensus page: https://advisorcensus.com/firm/empowering-finance-llc-310901

## Quick answers

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

**Is Empowering Finance, LLC registered with the SEC or a state?**
Empowering Finance, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310901.

**How much does Empowering Finance, LLC manage?**
Empowering Finance, LLC reports $37,244,750 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary).

**What types of clients does Empowering Finance, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20); high net worth individuals (7).

**Does Empowering Finance, 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/310901

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $37,244,750
- Discretionary: $37,244,750
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $25,000,000 |
| High net worth individuals | 7 | $12,244,750 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, HI, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- empoweringfinance.com
- Facebook @empoweringfinances
- Instagram @empoweringfinance
- LinkedIn @empowering-finance

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Empowering Finance, LLC (CRD 310901): Form ADV filing data as of October 2026.
