# Ferris Wheel Finance, Inc.

> Ferris Wheel Finance, Inc. is a state-registered investment advisory firm in Venice, FL, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 292091
- Filed as: FERRIS WHEEL FINANCE, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Venice, FL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292091
- AdvisorCensus page: https://advisorcensus.com/firm/ferris-wheel-finance-inc-venice-fl-292091

## Quick answers

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

**Where is Ferris Wheel Finance, Inc. located?**
Ferris Wheel Finance, Inc.'s principal office is in Venice, FL, according to its Form ADV.

**Is Ferris Wheel Finance, Inc. registered with the SEC or a state?**
Ferris Wheel Finance, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292091.

**How much does Ferris Wheel Finance, Inc. manage?**
Ferris Wheel Finance, Inc. reports $41,158,019 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (70% discretionary).

**What types of clients does Ferris Wheel Finance, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (287); high net worth individuals (9); corporations or other businesses not listed above (6).

**Does Ferris Wheel Finance, Inc. 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/292091

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $41,158,019
- Discretionary: $28,753,410
- Non-discretionary: $12,404,609

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 287 | $24,776,348 |
| High net worth individuals | 9 | $16,270,776 |
| Corporations or other businesses not listed above | 6 | $110,895 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, OH, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ferriswheelfinance.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ferris Wheel Finance, Inc. (CRD 292091): Form ADV filing data as of October 2026.