# Financial Spyglass®

> Financial Spyglass® is a state-registered investment advisory firm in Rye, NY, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 166378
- Filed as: FINANCIAL SPYGLASS®
- Legal name: The Art of Your $trategy DBA Financial Spyglass®
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rye, NY
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166378
- AdvisorCensus page: https://advisorcensus.com/firm/financial-spyglass-rye-ny-166378

## Quick answers

**How is Financial Spyglass® compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Spyglass® reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Financial Spyglass® located?**
Financial Spyglass®'s principal office is in Rye, NY, according to its Form ADV.

**Is Financial Spyglass® registered with the SEC or a state?**
Financial Spyglass® is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 166378.

**How much does Financial Spyglass® manage?**
Financial Spyglass® reports $9,591,864 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

**What types of clients does Financial Spyglass® serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does Financial Spyglass® 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/166378

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,591,864
- Discretionary: $0
- Non-discretionary: $9,591,864

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $9,591,864 |

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

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

### Websites listed on Form ADV (Item 1.I)
- financialspyglass.com
- Facebook @Financial-Spyglass-344640127009
- LinkedIn @louisebryant

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Spyglass® (CRD 166378): Form ADV filing data as of October 2026.