# Finest Edge Financial LLC

> Finest Edge Financial LLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 2, 2026.

- CRD: 330498
- Filed as: FINEST EDGE FINANCIAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Arizona
- Filing period: October 2026
- Form ADV filing dated: January 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330498
- AdvisorCensus page: https://advisorcensus.com/firm/finest-edge-financial-llc-330498

## Quick answers

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

**Is Finest Edge Financial LLC registered with the SEC or a state?**
Finest Edge Financial LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330498.

**How much does Finest Edge Financial LLC manage?**
Finest Edge Financial LLC reports $706,860 in regulatory assets under management in its Form ADV filing dated January 2, 2026 (100% discretionary).

**What types of clients does Finest Edge Financial LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7).

**Does Finest Edge Financial 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/330498

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $706,860
- Discretionary: $706,860
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $706,860 |

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

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Finest Edge Financial LLC (CRD 330498): Form ADV filing data as of October 2026.