# Entelechy

> Entelechy is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 4, 2026.

- CRD: 285776
- Filed as: ENTELECHY
- Legal name: Entelechy LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285776
- AdvisorCensus page: https://advisorcensus.com/firm/entelechy-285776

## Quick answers

**How is Entelechy compensated?**
On its Form ADV (Item 5.E, October 2026), Entelechy reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Entelechy registered with the SEC or a state?**
Entelechy is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 285776.

**How much does Entelechy manage?**
Entelechy reports $253,321,763 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary).

**How have Entelechy's assets and staff changed since 2024?**
In the Form ADV data for Entelechy: Regulatory assets under management: $179,332,324 in the October 2024 data and $253,321,763 in the October 2026 data, up 41%. Total employees: 1 in October 2024 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Entelechy serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (60); individuals (other than high net worth individuals) (20).

**Which custodians does Entelechy use?**
Entelechy's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Entelechy report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285776

**Does Entelechy state an account minimum?**
Its Form ADV Part 2A brochure dated February 4, 2026 says: "We do not have a minimum account size requirement."

**What changed in Entelechy's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $201,923,176 to $253,321,763 (+25%).

## 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 February 4, 2026)

- Account minimum: None

> We do not have a minimum account size requirement.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $253,321,763
- Discretionary: $253,321,763
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $8,169,335 |
| High net worth individuals | 60 | $245,152,428 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DC, MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Bethesda, MD

### Websites listed on Form ADV (Item 1.I)
- entelechy.co
- Facebook @ENTELECHYHQ
- LinkedIn @ENTELECHY-LLC
- X @ENTELECHYHQ

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $179,332,324 | 1 | June 14, 2024 |
| October 2025 | $201,923,176 | 1 | March 31, 2025 |
| October 2026 | $253,321,763 | 1 | February 4, 2026 |

Regulatory assets under management: $179,332,324 in the October 2024 data and $253,321,763 in the October 2026 data, up 41%.
Total employees: 1 in October 2024 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $201,923,176 to $253,321,763 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Entelechy (CRD 285776): Form ADV filing data as of October 2026.