# 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.

- CRD: 325297
- Filed as: FIRREO
- Legal name: Firreo Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/325297
- AdvisorCensus page: https://advisorcensus.com/firm/firreo-325297

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated July 24, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- firreo.com
- Facebook @FirreoFinancial
- Instagram @firreofinancial
- X @firreofinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 1 | August 4, 2023 |
| October 2024 | Not reported | 1 | January 31, 2024 |
| October 2025 | Not reported | 1 | January 14, 2025 |
| October 2026 | Not reported | 1 | July 24, 2026 |

Total employees: 1 in October 2023 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Firreo (CRD 325297): Form ADV filing data as of October 2026.