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Era Financial Advisors

Covina, CASEC-registered investment adviserCRD 334404

Filed as ERA FINANCIAL ADVISORS · Legal name Era Financial Advisors LLC

Era Financial Advisors is an SEC-registered investment advisory firm in Covina, CA, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated April 21, 2026.

0 years
registered since 2025
Not reported
assets under management
1 arrangement
Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is Era Financial Advisors compensated?

On its Form ADV (Item 5.E, October 2026), Era Financial Advisors reports these compensation arrangements: fixed fees (other than subscription fees).

Where is Era Financial Advisors located?

Era Financial Advisors' principal office is in Covina, CA, according to its Form ADV.

Is Era Financial Advisors registered with the SEC or a state?

Era Financial Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 334404.

Does Era Financial Advisors 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/334404

Does Era Financial Advisors state an account minimum?

Its Form ADV Part 2A brochure dated April 21, 2026 says: "Era does not have an ongoing minimum account size."

What changed in Era Financial Advisors' recent Form ADV filings?

In the January 2026 filing data: Newly registered with the SEC.

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Account minimum: None

The brochure's wording
Era does not have an ongoing minimum account size.

As stated in the firm's Form ADV Part 2A brochure dated April 21, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F

Not reported.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients Fewer than 5 Assets $0
High net worth individuals
Clients 0 Assets $0
Banking or thrift institutions
Clients 0 Assets $0
Investment companies
Clients 0 Assets $0
Business development companies
Clients 0 Assets $0
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0
Charitable organizations
Clients 0 Assets $0
State or municipal government entities (including government pension plans)
Clients 0 Assets $0
Other investment advisers
Clients 0 Assets $0
Insurance companies
Clients 0 Assets $0
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0
Corporations or other businesses not listed above
Clients 0 Assets $0
Other
Clients 0 Assets $0

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses

Registration and firm details

Items 1, 2, 5
Legal name
Era Financial Advisors LLC
Registration
SEC-registered investment adviser. Status as filed: 120-Day Approval.
Registered since
2025 (0 years)
Employees
Total: 7. Performing investment advisory functions: 5.
Wrap fee program participation
Yes.
States registered or notice-filed
5 states or jurisdictions
CALANENHTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. January 2026
    • Newly registered with the SEC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
era.app

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Era Financial Advisors (CRD 334404): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/era-financial-advisors-covina-ca-334404