AdvisorCensus / Financial advisors / Firreo
Firreo is an SEC-registered investment advisory firm, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated July 24, 2026.
Quick answers
From the filingHow is Firreo compensated?
On its Form ADV (Item 5.E, October 2026), Firreo reports these compensation arrangements: fixed fees (other than subscription fees).
Is Firreo registered with the SEC or a state?
Firreo is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 325297.
How have Firreo's assets and staff changed since 2023?
In the Form ADV data for Firreo: Total employees: 1 in October 2023 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
Does Firreo 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/325297
Does Firreo state an account minimum?
Its Form ADV Part 2A brochure dated July 24, 2026 says: "Clients do not need to meet a minimum net worth threshold, and because Firreo does not manage client assets, there is no minimum account size."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
Clients do not need to meet a minimum net worth threshold, and because Firreo does not manage client assets, there is no minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated July 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Firreo Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (3 years)
- Employees
- Total: 1. Performing investment advisory functions: 0.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | Not reported | 1 | July 24, 2026 |
| October 2025 | Not reported | 1 | January 14, 2025 |
| October 2024 | Not reported | 1 | January 31, 2024 |
| October 2023 | Not reported | 1 | August 4, 2023 |
Total employees: 1 in October 2023 and 1 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Firreo (CRD 325297): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/firreo-325297