# Financial Trex, LLC

> Financial Trex, LLC is a state-registered investment advisory firm in Spokane, WA, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 28, 2026.

- CRD: 283951
- Filed as: FINANCIAL TREX, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Spokane, WA
- Filing period: October 2026
- Form ADV filing dated: February 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/283951
- AdvisorCensus page: https://advisorcensus.com/firm/financial-trex-llc-spokane-wa-283951

## Quick answers

**How is Financial Trex, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Trex, LLC 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 Financial Trex, LLC located?**
Financial Trex, LLC's principal office is in Spokane, WA, according to its Form ADV.

**Is Financial Trex, LLC registered with the SEC or a state?**
Financial Trex, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 283951.

**How much does Financial Trex, LLC manage?**
Financial Trex, LLC reports $4,048,519 in regulatory assets under management in its Form ADV filing dated February 28, 2026 (100% discretionary).

**Does Financial Trex, LLC 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/283951

## 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: $4,048,519
- Discretionary: $4,048,519
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,156,363 |
| High net worth individuals | Fewer than 5 | $2,892,156 |

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

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

### Websites listed on Form ADV (Item 1.I)
- [financialtrex.com](https://financialtrex.com)
- Facebook @FINANCIALTREX
- Instagram @financialtrex
- LinkedIn @FINANCIAL-TREX

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Trex, LLC (CRD 283951): Form ADV filing data as of October 2026.