# Financial Celebrations

> Financial Celebrations is an SEC-registered investment advisory firm in Vacaville, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.

- CRD: 344041
- Filed as: FINANCIAL CELEBRATIONS
- Legal name: GTS Investment Advisory Inc.
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Vacaville, CA
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/344041
- AdvisorCensus page: https://advisorcensus.com/firm/financial-celebrations-vacaville-ca-344041

## Quick answers

**How is Financial Celebrations compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Celebrations reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Celebrations located?**
Financial Celebrations' principal office is in Vacaville, CA, according to its Form ADV.

**Is Financial Celebrations registered with the SEC or a state?**
Financial Celebrations is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 344041.

**How much does Financial Celebrations manage?**
Financial Celebrations reports $0 in regulatory assets under management in its Form ADV filing dated September 18, 2026.

**Does Financial Celebrations 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/344041

**What changed in Financial Celebrations' recent Form ADV filings?**
In the October 2026 filing data: Newly registered with the SEC. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| 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)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, NV, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### October 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Celebrations (CRD 344041): Form ADV filing data as of October 2026.