{
  "crd_number": 300658,
  "slug": "estate-performance-advisors-l-l-c-brighton-mi-300658",
  "primary_business_name": "ESTATE PERFORMANCE ADVISORS L.L.C.",
  "legal_name": "ESTATE PERFORMANCE ADVISORS L.L.C.",
  "dbas": [],
  "city": "Brighton",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2019-03-21",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-04",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "MI"
  ],
  "websites": [
    "https://estateperformance.com",
    "https://facebook.com/Estate-Performance-Advisors-100689662151529"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300658",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "BRIGHTON",
  "url": "https://advisorcensus.com/firm/estate-performance-advisors-l-l-c-brighton-mi-300658",
  "display_name": "Estate Performance Advisors L.L.C.",
  "summary": "Estate Performance Advisors L.L.C. is a state-registered investment advisory firm in Brighton, MI, registered since 2019, with no regulatory assets under management reported in its Form ADV filing dated March 4, 2026.",
  "citation": "AdvisorCensus. Estate Performance Advisors L.L.C. (CRD 300658): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Estate Performance Advisors L.L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Estate Performance Advisors L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Estate Performance Advisors L.L.C. located?",
      "a": "Estate Performance Advisors L.L.C.'s principal office is in Brighton, MI, according to its Form ADV."
    },
    {
      "q": "Is Estate Performance Advisors L.L.C. registered with the SEC or a state?",
      "a": "Estate Performance Advisors L.L.C. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300658."
    },
    {
      "q": "Does Estate Performance Advisors L.L.C. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300658"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/estate-performance-advisors-l-l-c-brighton-mi-300658.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300658",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}