# Ferris Financial Services, L.L.C.

> Ferris Financial Services, L.L.C. is a state-registered investment advisory firm in Midland, MI, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 28, 2026.

- CRD: 330890
- Filed as: FERRIS FINANCIAL SERVICES, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Midland, MI
- Filing period: October 2026
- Form ADV filing dated: September 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330890
- AdvisorCensus page: https://advisorcensus.com/firm/ferris-financial-services-l-l-c-midland-mi-330890

## Quick answers

**How is Ferris Financial Services, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Ferris Financial Services, L.L.C. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ferris Financial Services, L.L.C. located?**
Ferris Financial Services, L.L.C.'s principal office is in Midland, MI, according to its Form ADV.

**Is Ferris Financial Services, L.L.C. registered with the SEC or a state?**
Ferris Financial Services, L.L.C. is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330890.

**How much does Ferris Financial Services, L.L.C. manage?**
Ferris Financial Services, L.L.C. reports $31,943,905 in regulatory assets under management in its Form ADV filing dated September 28, 2026 (100% discretionary).

**What types of clients does Ferris Financial Services, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (4).

**Does Ferris Financial Services, L.L.C. 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/330890

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $31,943,905
- Discretionary: $31,943,905
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $9,514,525 |
| High net worth individuals | 4 | $22,429,380 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ferris Financial Services, L.L.C. (CRD 330890): Form ADV filing data as of October 2026.