# Estate Performance Advisors L.L.C.

> 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.

- CRD: 300658
- Filed as: ESTATE PERFORMANCE ADVISORS L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brighton, MI
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300658
- AdvisorCensus page: https://advisorcensus.com/firm/estate-performance-advisors-l-l-c-brighton-mi-300658

## Quick answers

**How is Estate Performance Advisors L.L.C. compensated?**
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.

**Where is Estate Performance Advisors L.L.C. located?**
Estate Performance Advisors L.L.C.'s principal office is in Brighton, MI, according to its Form ADV.

**Is Estate Performance Advisors L.L.C. registered with the SEC or a state?**
Estate Performance Advisors L.L.C. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300658.

**Does Estate Performance Advisors L.L.C. report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300658

### Websites listed on Form ADV (Item 1.I)
- estateperformance.com
- Facebook @Estate-Performance-Advisors-100689662151529

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Estate Performance Advisors L.L.C. (CRD 300658): Form ADV filing data as of October 2026.