# Financial Staples

> Financial Staples is a state-registered investment advisory firm in Atlanta, GA, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 284652
- Filed as: FINANCIAL STAPLES
- Legal name: Financial Staples, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284652
- AdvisorCensus page: https://advisorcensus.com/firm/financial-staples-atlanta-ga-284652

## Quick answers

**How is Financial Staples compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Staples reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Financial Staples located?**
Financial Staples' principal office is in Atlanta, GA, according to its Form ADV.

**Is Financial Staples registered with the SEC or a state?**
Financial Staples is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284652.

**How much does Financial Staples manage?**
Financial Staples reports $17,738,901 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**What types of clients does Financial Staples serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (12); high net worth individuals (9).

**Does Financial Staples 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/284652

## 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: $17,738,901
- Discretionary: $17,738,901
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $3,548,333 |
| High net worth individuals | 9 | $14,190,568 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialstaples.com
- Facebook @FINSTAPLES
- Instagram @financialstaples
- LinkedIn @FINANCIAL-STAPLES
- X @finstaples
- YouTube @UCFMWa2y686BUu3rSJ2fHTzw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Staples (CRD 284652): Form ADV filing data as of October 2026.